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CAPEX PRESSURE TELECOM
Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideasAxis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential...
30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead routThirty Nifty 50 stocks have wiped out Rs 22.64 lakh crore in investor wealth this year. HDFC Bank and TCS led the decline, losing Rs 3.55 l...
Nifty to trade in 28,000–30,000 range in FY27 led by earnings: Smallcase managersSmallcase managers remain optimistic on India’s equity markets despite the Nifty declining over 9% this year, projecting the benchmark inde...
Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
Is the AGR overhang over? Here's why Citi has turned bullish on Vodafone Idea with a buy callAccording to Citi, this creates positive implications for both minority shareholders and potential debt providers. The brokerage expects th...
70 smallcap stocks repay at least 50% or more returns to investors in April. What does May hold?Among the biggest gainers was Indo Tech Transformers, which surged nearly 145% in April, topping the list of monthly performers. The compan...
Reliance share price target hiked to Rs 1,910: Why Goldman, CLSA, and Morgan Stanley are betting bigReliance Industries is gaining traction as Goldman Sachs raises its target price, with global brokerages predicting significant upside desp...
Indus Towers: Jefferies cuts rating to underperform, gives reasons for bear outlookJefferies downgraded Indus Towers to underperform, cutting its target amid contract renewal risks, rising capex, and competitive pressures....
Telecom earnings likely to stay subdued in Q4Telecom operators are poised for a muted March quarter, with analysts anticipating steady underlying growth tempered by fewer operating day...
Shorter payment duration for AGR dues may impact industry structure, necessitates ARPU hike: ICRAThe relatively shorter timeframe granted to telcos for payment of AGR dues will exert additional pressure on the cash flows, necessitates "...
AGR issue casts uncertainty on telecom sector, to have long-term bearing on industry: IcraThe telecom department's plea for elongation of the payment period to 20 years is still pending in the Supreme Court, and thus there is a c...
ICRA maintains negative year-end outlook for telecom industryThe Oct 24 order by the top court on AGR has added to the woes of already distressed telcos.
Telcos' peak 4G capex cycle is over: ICRAThe last few years have witnessed an explosion of mobile data consumption, which along with substantial increase in total wireless internet...
Telecom capex intensity to see moderation till 5G comes in: ICRAThe capex levels are expected to witness moderation to around Rs 65,000 crore for 2019-20, ICRA said.
Profitability pressure, lack of clear biz case may delay 5G launch in India: EYPressure on financials would weigh on the operators’ mind while assessing the feasibility to seamlessly deploy 5G network. India would need...
How Jio could impact RIL and the telecom industryReliance Jio’s subscriber base has crossed 10 crore. The question now is: How many of these subscribers will become paying customers?
Falling investment by telcos in capex hurt service quality: ICRASlowdown in telco capex spends on network upgradation amid surging data volumes have undermined overall quality of telecom coverage over th...
'RJio entry, Airtel expansion to put pressure on other telcos'Bharti Airtel's Rs 60,000 crore investment plan is a counter to Reliance Jio Infocomm's entry, even as the rising competition will force ot...
- Bearish on telecom sector: UTI Asset Management
As the number of subscribers go up, they will have to go for more towers, so the opex will go up. And the spectrum allocation is likely to ...