20 Tweets from Friday - Part Deux | zyakaira

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  1. Rural Distrbn: Current FDI limits / Foreign Investment limits of 20% / 49% in DTH may go up to allow foreign media investors to catch upabout 6 hours ago from HootSuite
  2. Unitech Telenor has revised capital participation terms putting responsibility on Telenor to fund all expansion, ready with 8500 towers..about 6 hours ago from HootSuite
  3. New Islamic Bank Al Baraka to take off in Kerala based on Shariat principle of Bai al salam, distribution of profit and est of a social fundabout 7 hours ago from HootSuite
  4. China's bear trend unlikely to be braked but may recover based on Emerging markets strength $EEM, $CICabout 7 hours ago from HootSuite
  5. More banks to join India Post in sales of the new pension funds (NPS) All pension money since 2004 has been routed to NPS for Govt employeesabout 7 hours ago from HootSuite
  6. Lot of investor cash is aching to come back into the markets, accelerating the rise in Emerging Markets $EEMabout 7 hours ago from HootSuite
  7. Reliance raising Cash in Rupees from a treasury sale, may make international expansion in energy fields more likely _TYY4about 7 hours ago from HootSuite
  8. Gold also crosses Rs 16000 in India ( per 10 gm) with $GLD ruing above 101 and $FXE inching to 1.50about 7 hours ago from HootSuite
  9. With Mutual Fund and Insurance loads and agency charges also banushed, the next 3 years should see a super normal rise in these productsabout 7 hours ago from HootSuite
  10. Rupee may rise to 46 by year end, continue rise till Q3 2010about 7 hours ago from HootSuite
  11. Similarily Global Forex reserves are up $441 billion (up 6.5%) to $7 trillion, buoyed by rise in Korean Won, Brazilian Real & India Rupeeabout 7 hours ago from HootSuite
  12. Similarily Global Forex reserves are up $441 billion (up 6.5%) to $7 trillion, bouyed by rise in Korean Won, Brazilian Real & India Rupeeabout 7 hours ago from HootSuite
  13. Foreign holdings of Indian bonds climbed 28 percent since March 31 to $6.4 billion, stock exchange data show http://ow.ly/pW1nabout 7 hours ago from HootSuite
  14. I have 3,571 tweets that show that Twitter isn’t for lunch anymorehttp://retwt.me/2S6f (via @Scobleizer) by @tweetmemeabout 8 hours ago from HootSuite
  15. Karnataka Prem League: #KPL Provident dent Belagavi Panthers hopes, Brigadiers second to B'lore Rural! games are worth watching not vettori!about 9 hours ago from HootSuite
  16. Can Atlanta make it 16-0 this season? #NFL #Falconsabout 9 hours ago from HootSuite
  17. #irreverentfridays Irene Rosenfeld looking for fly-by strategy support http://ow.ly/pVveabout 9 hours ago from HootSuite
  18. By @EconomyFacts How To Stimulate Consumer Spending And Jumpstart The Economy http://cli.gs/j8esBabout 9 hours ago from HootSuite
  19. Signs of markets having peaked as emerging markets and midcaps continue to outperform, why not 20k next week itself?about 9 hours ago from HootSuite
  20. Citi sells Government stake of 34% « Obamanomicshttp://bit.ly/ORZ0Oabout 9 hours ago spanspanspanspan

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Indian Market Tweets from Friday | zyaada

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  1. From Marketwatch.com Dow up more than 50 points as U.S. stocks open Frida.. http://bit.ly/C53J4 :ask us to analyse24 minutes ago from twitterfeed
  2. Valuations too high http://post.ly/5WrLabout 1 hour ago from Posterous
  3. Indian PE deals, lousy skype fights ..just bad weather everywhere Valuations! Valuations! | The investment blog http://bit.ly/Tq2Ipabout 1 hour ago from Splitweet
  4. And to end the day of tweets, from the Sun Tsu of War ( from Gekko) when your enemy is stronger than you, don’t be afraid..to run awayabout 6 hours ago from HootSuite
  5. Hollywood: Wall Street 2 started filming this September, Can Will Smith be far behind  about 6 hours ago from HootSuite
  6. China farming Energy in the Mongolian desert. What took so much time!about 6 hours ago from HootSuite
  7. RIL losing a $100 million a month sales in KG basin, D6 but never produced more than 30 million cu m per day !!about 6 hours ago from HootSuite
  8. Bollywood: KKK2 star to ride sea bobs & skimpily clad Lara Dutta in ‘Blue’ Arindam Chaudhri’s Last Lear Mr Bachchan to keep anchor at Colorsabout 6 hours ago from HootSuite
  9. Mutual Fund investments in August fell 74% to add less than $700 million with banks staying away http://advantages.us/a/amit…about 6 hours ago from HootSuite
  10. BSNL, MTNL not to buy stake in Kuwaiti Telecom company Zain for an estimated $14 billion ( Rs 70000 Crores), twice their annual turnoverabout 6 hours ago from HootSuite
  11. US has 22.5 GW of installed capacity, India 14 GW (663 bn units in Jan 2008) Germany also upgrading lot of Powerabout 6 hours ago from HootSuite
  12. IDFC buying BP wind power in India for $135 m, UBS selling for $100m ( 1.35 times sales) and WNS likely sold to Intelenet for half the priceabout 6 hours ago from HootSuite
  13. Do oversubscriptions matter? OIL ipo 30 times , not going to list at premium either..what’s the hurry to invest?about 6 hours ago from HootSuite
  14. India’s NSE to introduce strategies trading in Futures and Options, combined with IRD, Commodities and Forex a lot of new stuff, thin volumeabout 6 hours ago from HootSuite
  15. Pipavav at Rs 55-60 gets $115 m for working capital and odds and ends, one Dry Dock, 50% orders to be renegotiated down! Don’t bother  about 6 hours ago from HootSuite
  16. Angel Broking (Picks outperforming 2009-10) says India’s chocolate market alone would be $500 million ( Livemint Sept 11)http://ow.ly/pW8Sabout 7 hours ago from HootSuite
  17. India key to Kraft bid ($KFT, $CBY) http://bit.ly/mKg0r Emerging markets make 40% of $CBY saleshttp://twitter.com/boutgreen/status/4075606130" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">about 7 hours ago from http://www.hootsuite.com/" rel="nofollow" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">HootSuite
  18. SBI cnsolidating its other subsidiaries into the bank to focus on size, may start in London with a small acquisitionhttp://twitter.com/boutgreen/status/4075559226" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">about 7 hours ago from http://www.hootsuite.com/" rel="nofollow" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">HootSuite
  19. ICICI Bank heralds the market down turn every time in the last 6 months hyper growth.. Will SBI take off where ICICI left _TYY4http://twitter.com/boutgreen/status/4075551452" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">about 7 hours ago from http://www.hootsuite.com/" rel="nofollow" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">HootSuite
  20. Indian companies raised only $4.73 billion from ECBs, down 28% despite relaxation of upto $100m without approvalshttp://twitter.com/boutgreen/status/4075532949" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">about 7 hours ago from http://www.hootsuite.com/" rel="nofollow" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">HootSuite
  21. Rural Distrbn: Current FDI limits / Foreign Investment limits of 20% / 49% in DTH may go up to allow foreign media investors to catch uphttp://twitter.com/boutgreen/status/4075513472" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">about 7 hours ago from http://www.hootsuite.com/" rel="nofollow" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">HootSuite
  22. Unitech Telenor has revised capital participation terms putting responsibility on Telenor to fund all expansion, ready with 8500 towers..http://twitter.com/boutgreen/status/4075476728" rel="bookmark" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: none; color: rgb(153, 153, 153);">spanspanspanspan

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Valuations too high

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Three sales canceled, carried over, increased stakes and quick QIPs instead of IPOs, no one’s playing to the basement anymore..Wanted to sell, couldn’t get my price so bought some more. Whacky, emulating personal shopping habits of people more than corporate board tussles of the 1990s.
KKR now owns 80% of Aricent (79), WNS will still have Warburg and Axis bank is happy with $720 million where it could have easily absorbed another tranche of the same amount. And this is in the faster growing market of India that we have these white elephants.
In fact the 2007 majority view of these all private equity investments and tinny tiny private sector banks being as unproductive as the public sector white elephants may still be true. However, all these three companies should have spiffy new management in place soon.
http://rs6.net/tn.jsp?et=1102714697699&s=13990&e=0013V7pnY567XXFVcnRKlHV4iVpnH_MZjesyAk9DruzSWskxV5R4PrlTcKo9nGEYlmyMZpheDKD2jD01UljiU9aoSiQPbnkGqg8gpPUQtU_jONc87GqlwWv08M4yRB9K89WkODPEREkLKA9IDO1d-rfygGlZr7NwxeqTXHSIy0yA-vODRLNWVO0EER3M4PpLty9V5sVDO8s8AtaKkHx72Ps4Q==" target="_blank" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: underline;">KKR, CPP Investment Buy Flextronics’ Pie In Aricent For $255M
- TEAM VCC
Global private equity biggie Kohlberg Kravis Roberts & Co. has increased its investment in Aricent, following the completion of an agreement between KKR and CPP Investment Board with Flextronics to purchase certain securities. The transaction, valued at $255 million, closed on September 16, 2009.
http://rs6.net/tn.jsp?et=1102714697699&s=13990&e=0013V7pnY567XUVvlDhZ2HAsW60dLjLjdWMXZh8KFcqzpNeHS7hXD_ysNd97V6sblpYsQfWQABL9qBIgG7r_CoyDdeRXEU_ZwKI6sgyU-RL__wrzcUCma3CApPLuHrWU4LwprhLjhOjzF7Nxu2Wez-C9Z-rE5lwJjdklfAfDDYsVlfAHnZW-0v9eQ==" target="_blank" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: underline;">WNS Halts Talks On Majority Stake Sale
- MADHAV A CHANCHANI
Outsourcing firm WNS (Holdings) Ltd has said that it will not pursue any further talks regarding the sale of majoity stake in the firm. Private equity major Warburg Pincus, which holds over 50% stake in the NYSE-listed firm, had put its stake on the block and was in discussion with other PE players and outsourcing firms.
http://rs6.net/tn.jsp?et=1102714697699&s=13990&e=0013V7pnY567XXi7_9TFZ9mBNWNBKqWEY9UdtJOCZiPsCD0gFCRouLnS-TAoHXBL74WT7UE2hv10Vi90Hj01z-5jqgrCkhdX5nntzyGHhWTIYkejCyNjwOyt8xyrhgRUu8pc7t1nctcPpYUq3-M9EOLtoel0BkwT7mSDXTp5ZUCroVRxP3dTA7SNA==" target="_blank" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: underline;">Axis Bank Raises $720 Mn Via QIP, GDR
- MADHAV A CHANCHANI
The Indian QIP party, which kicked off with the real estate sector, has now assumed a diverse flavour. Private sector lender Axis Bank has raised $720 million throught its QIP (qualified institutional placement) and GDR (global depository reciepts) issue.

via
via http://www.vccircle.com/500/news/kkr-cpp-investment-buy-flextronics-pie-in-aricent-for-255m" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; text-decoration: underline;">VC Circle

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The British sense of twisting facts..(easy to do on Twitter?)

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FACEBOOK vs. TWITTER series 17/800

The Brits are at it again, looking at their tea cup and making up the stats..

zyakaira notes: USA, India and Brazil remain the largest and most active twitter users, high mobile and broadband penetration remain bullwarks of the Chinese and Indian economies growth, but I guess the British must also get ahead :)

London is staking its claim as the Twitter capital of the world as a flock of local start-ups ride the communications network’s huge wave of growth.

While Twitter is the toast of its native Silicon Valley in California, London boasts more users than any other city in the world. Twitter allows its 40m users to post 140 character updates or “tweets” on the web or via mobile phones.

Even though Twitter itself is yet to generate any revenue, early-stage investors are pouring millions of pounds into small companies in the Twitter “ecosystem” in the London area.

London has produced the most popular of the many third-party tools used to post to Twitter, called Tweetdeck. Reading’s Tweetmeme, which tracks the most popular news stories discussed on Twitter, is attracting millions of visitors a month while Twitterfeed, based in Tooting, is used by thousands of publishers to post their latest headlines on to the site.

“In the UK we’ve got a real phenomenon going on,” says John Borthwick, the British-born chief executive of Betaworks, a New York company that has invested in Tweetdeck, Twitterfeed and Twitter itself. Just as Scandinavia took an early lead in mobile technology, “the UK has become fast-forward in terms of social”, thanks to high broadband penetration.

via FT.com / Media - Twitter branches out as London’s ‘ecosystem’ flies.

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Airtel MTN sign deal agreement

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While leading media analysts were continuing discussion on the various touchy edges of the deal, Bharti and MTN finalised the first phase of the deal yesterday, avoiding control issues and closing well before the deadline. Airtel upped the offer to $14 billion for MTN for 49% while MTN is now likely to acquire 33% of Airtel for $10 billion. 

The MTN take includes added cash in return for lesser discussions on control issues. Being adequately funded the cash rich Airtel still walks away with a great deal combining Singtl, Airtel and the kingdom of South Africa

As Prahalad Santigram of Stanchart mentions, Telecoms remain a hot bed of M&A activity making sure India continues to figure at the top in the Deal tables in 2009 and 10.  

The News report: 

Indian mobile-phone company Bharti Airtel (BRTI.BO) and South Africa’s MTN (MTNJ.J) have reached a preliminary agreement for their planned $24 billion share and cash swap, Bloomberg reported on Wednesday.

Bharti sweetened its bid to buy 49 percent of MTN by increasing the cash portion of its offer, Bloomberg said, citing three people familiar with the situation.

“MTN doesn’t comment on market speculation,” said MTN spokeswoman Marina Bidoli, adding that the two companies are still in talks until the end of the month.

An earlier tie-up collapsed over sensitivities over who would control what and the new deal — in which both companies will hold a large stake in each other’s businesses — seems carefully crafted to avoid a repeat. Bharti is the leading partner in the deal. It will consolidate MTN’s business and hold 49 percent in its South-African rival. But MTN will likewise hold 36 percent in Bharti Airtel once the deal completes (This precentage was revised?)

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