Original Post by TelecomTrader (4 hours ago):
Airtel's inked a massive 5G infra deal today, shares up 1.5%. With Jio right behind, telecom's looking hot in this bull run. Nifty's rally helping too. I'm adding Airtel to my portfolio - Vodafone Idea recovery play? Or stick to leaders? Discuss!
Reply by 5GWatcher (2 hours ago):
Airtel all day! ARPU up 10% YoY. Vi's a turnaround bet but risky. Telecom index up 2% this week - momentum's real.
Reply by ValueSeeker (50 mins ago):
Good entry, but valuations stretched at 50x PE. I'd wait for dip below 1,600. Paired with Bharti Hexacom for exposure.