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5G to help Jio, Airtel corner up to 85% of private telco revenue in 2024: Fitch RatingsTeleco market leader Jio and second ranked Airtel, backed by their 5G services, have ramped up adding subscribers from rival cash-strapped ...- 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...
- 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 ...
- Where Deven Choksey would like to put his money in commodities"Commodity prices are stable now and input costs remaining stable provides an opportunity on margins."
- Telecom companies to bleed this year as well thanks to Reliance Jio, says Crisil"The price war in the Rs 1.5-trillion wireless telecom market will continue this fiscal year as well leaving bruised bottom lines," Crisil ...
- Reliance Jio could end up with Rs 10,000 cr profit in first year itself: Deven Choksey, KRChoksey Investment ManagersThe current telecos are offering voice as their primary product and data is a secondary product. They will have to change this revenue mode...
- Spectrum auctions designed to maximise revenues for government: Sanjay Kapoor"In the light of that, the design of these options, like some of the previous auctions again, is to maximise revenues for the government."
- Telcos weighed down due to ongoing spectrum auctions: Deven ChokseyWe have been maintaining on this particular front the avoid kind of a recommendation for most of the telecos and I was making a point even ...
- Wouldn't like to buy into telecom stocks right now: Deven Choksey"If you do not have any choice and want to park money, then you may invest in telecom space. But, I believe that this is the time to stay o...
- Bharti may lose potential 3G customers, positive on the company: GV GiriThe inability to add subscribers in non 3G circles would mean that those potential will now be forced to move to another operator, says GV ...
- Telecos using 2G spectrum after February 2 verdict may have to pay: Supreme CourtA bench of justices said that it would consider asking the operators to pay for using spectrum as they continued to operate because of dela...
- Telcos can get subsidised power only if government bears cost: PSERCThe PSERC has said mobile tower & telecom infra cos in the state can get power at industrial rates only if the difference b/w industrial & ...
- Bullish on Bhart Airtel: Gautam Chhaocharia, UBSThe investor appetite for telecos is actually quite low right now. So, in a way it is a slightly contra call for us.
- Telcos have very stretched balance sheets: : ASK InvestmentIn the absence of any equity infusion, it may be very difficult for banks to lend to India-only-telecos.
- 2G case: PSU banks' exposure to telcos over Rs 14,000 croreThe government said PSU banks have a total exposure of over Rs 14,000 crore to telecom companies whose licences have been cancelled by the ...
- Top telcos could be hit due to regulatory charges: Fitch RatingsIn an interview with ET Now, Nitin Soni, Associate Director, Fitch Ratings, gives his perspective on the telecom sector. Excerpts:
- Buy Bharti Airtel and Suzlon: Saurabh MukherjeaThere will be even more favourable regulation for the wind players over the next year or so.
- Telcos' 3G borrowing hits banks' liquidityBorrowing by telecom companies, which have to pay licence fees to the government, has led to a shortage of liquidity forcing banks to hunt ...
- Idea to hive off overlapping licences into two entitiesIdea Cellular will hive off six overlapping licences it inherited from Spice Communications that it had acquired last year into two entitie...
- Pyramid holding in telecos okayedNEW DELHI: The government is all set to clarify the legal validity of pyramiding of holding companies in the telecom sector to bring in for...
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