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随着对JioPhone市场崩溃的担忧消退，Airtel、Vodafone Idea股价上涨
在周一的BSE盘中交易中，Vi和Airtel的股价分别上涨了7%和5%。最终，Airtel股价收于712.3卢比，上涨近4%，而Vi的股价收于10.16卢比，上涨6.4%。
加尔各答:沃达丰的想法(Vi)和巴蒂电信股价大幅上涨，此前分析师表示，高于预期的定价和融资选项JioPhone下-由RIL和谷歌联合开发的4G智能手机，并不令人印象深刻，不会造成任何市场混乱。
在周一的BSE盘中交易中，Vi和Airtel的股价分别上涨了7%和5%。最终，Airtel股价收于712.3卢比，上涨近4%，而Vi的股价收于10.16卢比，上涨6.4%。
Jefferies说:“JioPhoneNext (JN)目前的定价并不具有颠覆性，也没有为功能机/JioPhone用户升级到智能手机提供任何实质性激励，我们预计信实(Reliance)在推出后会降低JN的价格，就像它对JioPhone所做的那样。”
该经纪公司表示，其计算表明，这种融资选择意味着2.5%至3%的月利率，这是相当高的。杰富瑞(Jefferies)在一份报告中表示:“即使按绝对支出计算，2G功能手机用户、低端JioPhone用户和高端JioPhone用户也必须在24个月内多花2.8 -4.5倍的钱才能升级到JioPhone Next。”
上周五，Jio发布了JioPhone next -一款4G智能手机信实工业公司从排灯节开始就可以使用，需要预付1999卢比(不包括501卢比的手续费)，余额在18/24个月内按月分期支付。
不过，分析师预计Airtel和Vi将很快与手机oem(原始设备制造商)和融资机构合作，以降低智能手机的前期购买成本，加快2G用户向4G的迁移，进而应对JioPhone Next 4G智能手机带来的市场扩张挑战。
瑞信(Credit Suisse)表示，Airtel和Vi可能会通过“与手机oem以及银行/NBFCs合作，提供有助于降低智能手机前期成本的融资选项”，以应对JioPhone Next的挑战，并推动其功能手机用户升级到4G。
在他们之间，Airtel和Vi拥有约2.8亿2G用户，这些用户的收入占其总收入的22%至25%。上个月，为了在JioPhone Next排灯节发布之前保护其2G用户群，Airtel推出了6000卢比的返现优惠——购买价格最高达1.2万卢比的4G智能手机，但分析师表示，该计划并没有降低前期设备成本。
Airtel/Vi与手机原始设备制造商和金融机构签订协议的前景可能会弥补这一差距。这是至关重要的，因为JioPhone Next的前期成本要低得多，为2500卢比(包括手续费)，而Airtel提供的现金返还优惠纯粹是尾端的。
不过，分析师们表示，政府最近公布的改革方案为ARPU的增长奠定了基础，并将改善行业经济状况。
桑福德伯恩斯坦公司表示，随着政府宣布监管改革，三家公司的市场结构“预计将在中期内保持稳定”。不过，它预计“到2025年将进一步整合，Bharti的收入份额将达到31%，Jio的收入份额将达到47%;而Vi的收入份额预计将下降至20%。
在周一的BSE盘中交易中，Vi和Airtel的股价分别上涨了7%和5%。最终，Airtel股价收于712.3卢比，上涨近4%，而Vi的股价收于10.16卢比，上涨6.4%。
Jefferies说:“JioPhoneNext (JN)目前的定价并不具有颠覆性，也没有为功能机/JioPhone用户升级到智能手机提供任何实质性激励，我们预计信实(Reliance)在推出后会降低JN的价格，就像它对JioPhone所做的那样。”
上周五，Jio发布了JioPhone next -一款4G智能手机信实工业公司从排灯节开始就可以使用，需要预付1999卢比(不包括501卢比的手续费)，余额在18/24个月内按月分期支付。
不过，分析师预计Airtel和Vi将很快与手机oem(原始设备制造商)和融资机构合作，以降低智能手机的前期购买成本，加快2G用户向4G的迁移，进而应对JioPhone Next 4G智能手机带来的市场扩张挑战。
瑞信(Credit Suisse)表示，Airtel和Vi可能会通过“与手机oem以及银行/NBFCs合作，提供有助于降低智能手机前期成本的融资选项”，以应对JioPhone Next的挑战，并推动其功能手机用户升级到4G。
JioPhone Next的捆绑服务不如Airtel的6000卢比现金返还计划有吸引力:Kotak
Kotak机构股票在一份报告中表示:“Airtel最近提出为几款智能手机提供6000卢比的后端返现，从整体上看，对客户来说，似乎比JioPhone Next更便宜。”
在他们之间，Airtel和Vi拥有约2.8亿2G用户，这些用户的收入占其总收入的22%至25%。上个月，为了在JioPhone Next排灯节发布之前保护其2G用户群，Airtel推出了6000卢比的返现优惠——购买价格最高达1.2万卢比的4G智能手机，但分析师表示，该计划并没有降低前期设备成本。
Airtel/Vi与手机原始设备制造商和金融机构签订协议的前景可能会弥补这一差距。这是至关重要的，因为JioPhone Next的前期成本要低得多，为2500卢比(包括手续费)，而Airtel提供的现金返还优惠纯粹是尾端的。
不过，分析师们表示，政府最近公布的改革方案为ARPU的增长奠定了基础，并将改善行业经济状况。
桑福德伯恩斯坦公司表示，随着政府宣布监管改革，三家公司的市场结构“预计将在中期内保持稳定”。不过，它预计“到2025年将进一步整合，Bharti的收入份额将达到31%，Jio的收入份额将达到47%;而Vi的收入份额预计将下降至20%。
Kolkata: Vodafone Idea<\/a> (Vi) and Bharti Airtel shares rose sharply after analysts said the higher-than-expected pricing and financing options of JioPhone Next<\/a>\u2014the 4G smartphone developed jointly by RIL and Google\u2014are underwhelming and won\u2019t cause any market disruption.
Vi and Airtel shares jumped over 7% and 5% in Monday intraday trade on the BSE. Eventually, Airtel shares closed nearly 4 % higher at Rs 712.3 while Vi\u2019s closed 6.4% higher at Rs 10.16.
Jefferies said \u201cJioPhone<\/a> Next\u2019s (JN\u2019s) current pricing is not disruptive and does not offer any material incentive for feature phone\/JioPhone users to upgrade to the smartphone, and we expect Reliance to lower JN's price, just the way it did for JioPhone, post launch\u201d.
Vi and Airtel shares jumped over 7% and 5% in Monday intraday trade on the BSE. Eventually, Airtel shares closed nearly 4 % higher at Rs 712.3 while Vi\u2019s closed 6.4% higher at Rs 10.16.
Jefferies said \u201cJioPhone<\/a> Next\u2019s (JN\u2019s) current pricing is not disruptive and does not offer any material incentive for feature phone\/JioPhone users to upgrade to the smartphone, and we expect Reliance to lower JN's price, just the way it did for JioPhone, post launch\u201d.
<\/div><\/div>The brokerage said its calculations indicated that the financing option implies 2.5-3% monthly interest rate, which is fairly high. \u201cEven on an absolute spend basis, 2G feature phone users, low-end JioPhone users and high-end JioPhone users will have to spend 2.8x-4.5x more over a 24-month period to upgrade to JioPhone Next,\u201d Jefferies said in a note.
Last Friday, Jio said the JioPhone Next\u2014a 4G smartphone developed jointly by Reliance Industries<\/a> and Google\u2014would be available from Diwali and that it would come at an upfront payment of Rs 1,999 (excluding Rs 501 processing fee) and the balance payable in monthly instalments over 18\/24 months.
Analysts, though, expect Airtel and Vi to shortly partner with handset OEMs (original equipment makers) and financiers to cut upfront smartphone purchase costs and speed up their 2G user migrations to 4G, and in turn, counter any market expansion challenges posed by the JioPhone Next 4G smartphone.
Credit Suisse said Airtel and Vi are likely to respond to the JioPhone Next challenge by \u201cpartnering with handset OEMs as well as banks\/NBFCs to offer financing options that help reduce the upfront cost of smartphones\u201d and drive upgradation of their feature phone user base to 4G.
Last Friday, Jio said the JioPhone Next\u2014a 4G smartphone developed jointly by Reliance Industries<\/a> and Google\u2014would be available from Diwali and that it would come at an upfront payment of Rs 1,999 (excluding Rs 501 processing fee) and the balance payable in monthly instalments over 18\/24 months.
Analysts, though, expect Airtel and Vi to shortly partner with handset OEMs (original equipment makers) and financiers to cut upfront smartphone purchase costs and speed up their 2G user migrations to 4G, and in turn, counter any market expansion challenges posed by the JioPhone Next 4G smartphone.
Credit Suisse said Airtel and Vi are likely to respond to the JioPhone Next challenge by \u201cpartnering with handset OEMs as well as banks\/NBFCs to offer financing options that help reduce the upfront cost of smartphones\u201d and drive upgradation of their feature phone user base to 4G.
<\/div><\/div>![\"Airtel,](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
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