Bharti Airtel likely to benefit most from Voda pain: Sandip Sabharwal

SBI results are nothing great, the outlook is not great but because of the valuation of the subsidiaries, the downside to the stock would be limited, says Sandip Sabharwal, analyst, asksandipsabharwal.com.

On Bharti Airtel NSE 1.01 %
Bharti Airtel has been part of our portfolios for some time now. Obviously it was languishing in between because the tariff hikes, which the entire industry had been expecting for the last two years, did not follow through because of pricing being kept low by Jio. Now with the entire Vodafone news flow going around, investors are taking a bet that either ways if Vodafone revives or gets sold out or there is some negative operational issues with Vodafone, some improvement is imminent and to that extent Bharti is the only pure play telecom company ex of Vodafone-Idea NSE 15.13 % and is likely to benefit the most.