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INDIAN TELECOS ARPU
Defence stocks may make 20% plus return if held for 12-18 months: Chakri Lokapriya“Some steel companies have a bigger export market share like Tata Steel and Jindal Steel. Due to slowing demand globally with recession fea...- Price war unlikely after 5G launch: Nitin Soni of Fitch Ratings"Now, there are two large players and they have limited incentives to go on a price war and further decrease the tariffs. I think the retur...
- Keep out of contra trade but cyclicals could be value playsIt is the positioning of the portfolio which matters in uncertain times like this, says Sridhar Sivaram.
- It is good to see Jio not going for deep discounts now: Nitin Soni, Fitch RatingsJio EBITDA of Rs 4,000 crore plus is way ahead of what Voda-Idea and even Bharti reported last quarter.
- Why can’t we go back to pre-Jio pricing? It is possible but no one operator can do it: Sunil Mittal, Bharti Enterprises2008 was bad. 10 new licenses were given without any real consideration for the industry, says Mittal
- Telcos' gross revenue dips 10% to Rs 58,401 cr in June qtr; licence fees too shrinkThe decline in AGR, which is revenue earned from sale of telecom services, led to fall in licence fees paid to the government by around 10 ...
- Smartphones at Rs 500 may cost Indian telcos Rs 26000 croreWhat is the subsidy cost that telcos will have to bear to really deliver the devices at Rs.500? A calculation throws up a whopping number: ...
- Smartphones at Rs. 500? Their true cost may be Rs 26,000 crore!What is the subsidy cost that telcos will have to bear to really deliver the devices at Rs.500? A calculation throws up a whopping number: ...
- Expect some rationality to return to telecom sector in mid to long term: Nitin SoniThe telecom market was already consolidating and Jio’s entry has accelerated the industry consolidation, says the Director-Asian Corporates...
- Sistema's India operations losses widen Rs 666 croreMobile phone company Sistema said losses from its Indian arm widened by 63% to Rs 666 crore for the three months ended March 31.
- Bharti and Idea look interesting in telecom space: Deven ChokseyStay with the larger ones where the views are clear like Bharti and Idea. There could be good opportunities in Tata Docomo IPO or Tata Tele...
- Tele towers face switch to solar power for back-upsThe government may ask telecom companies to install solar panels to generate backup power for cellphone towers, a move that could hurt the ...
- It's advantage Bharti in short-termWith a debt pile of $4 billion, the MTN deal would have weighed heavily on Bharti Airtel’s balance sheet.
- 'Aborted deal' advantage Bharti in short-termHow do investors read Wednesday’s announcement of the aborted deal between Bharti Airtel and MTN? The development needs to be viewed from b...
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