Japanese telecom gaint Softbank recorded a loss of $350 million for last nine months of 2016 in the fair value of the Company’s investments in India. The loss comes on top of a $555 million writedown on the value of Softbank’s India portfolio in the six-month period ending September 2016. “With reference to the current markdown, portfolio…
Key Takeaways from this webinar:
• Drawing upon the firm’s extensive experience, we start out by comparing the new entrant’s potential Cost/GB to that of a sample incumbent’s Cost/GB at various market share positions
• We then estimate the impact that various pricing and packaging disruption scenarios (by the new entrant) might cause on an incumbents’ market share and profit pools basis econometric analysis
• We finally try estimating the optimal pricing and packaging response that the incumbent could react/pre-empt with, given its abiility to defend a 4G blitz on its various customer segments using both its 4G and 3G technology layers
Rohan Dhamija, Partner, Head – India & South Asia at Analysys Mason:
Rohan leads Analysys Mason’s engagements and business development activities in India and South Asia. He has over 12 years’ experience of advising corporations and investors in the TMT industry on strategic and operational issues. He has extensive experience of working in the emerging markets of Asia and Latin America, as well as in developed markets such as the USA and Europe. Rohan is a subject matter expert on C-level strategy issues affecting the telecoms and media sectors.
Sandip Das, Formerly MD at Reliance Jio:
Sandip Das, former MD of Reliance Jio and former CEO of Maxis and Vodafone India, joined Analysys Mason as a Senior Adviser in November 2015.
A well-known figure in the telecoms industry, Sandip Das joined Maxis in January 2007 after an impressive track record with Hutchison Essar Limited (now Vodafone India), where he started its operations from scratch in 1994 and left the company as its Deputy Managing Director. In May 2013, he returned to India to head Mukesh Ambani’s 4G venture.
Sameer Gupta, Engagement Manager at Analysys Mason:
Sameer has experience of providing strategy consulting and investment advisory services. He has worked on engagements in the areas of due diligence, growth strategy, go-to-market planning, financial modelling and benchmarking analysis. Prior to joining Analysys Mason, Sameer was part of the Strategy & Operations team at Deloitte Consulting.