NEW DELHI: From a recent low of Rs 650 a piece on March 4 to a high of Rs 769.75 on Wednesday, shares have Bharti Airtel<\/a> have climbed 18.4 per cent against a 7 per cent rise in the BSE Sensex<\/a>, thanks to the recent prepayment of Rs 8,815 crore towards deferred liabilities. 一些券商,参加Airtel最近的分析师见面,说股票提供从多个增长杠杆和材料上涨潜力,另外,价值解锁几个企业的机会。 新德里:从近期低点Rs 650一张3月4日高位769.75 Rs周三股价Bharti Airtel疯牛病已经上涨18.4%与7%上升Sensex最近,多亏了预付8815卢比对递延负债。
A few brokerages, which attended Airtel<\/a>'s recent analyst meet, said the stock offers material upside potential from multiple growth levers and, also, value unlocking opportunities in a few businesses. They have price targets as high as Rs 910, which suggest at up to 18 per cent upside for the stock over Wednesday's high.
JM Financial has a target of Rs 900 on the stock as it expects tariff hikes to be more frequent, going forward, with Jio more willing to participate in tariff hikes given that it also needs to start focussing on profitability.
\"The mobility business is on a strong footing with healthy market share gains, potential ARPU upside and opportunity from the shift to smartphones from feature phones,\" said Motilal Oswal Securities<\/a>.
The management has guided for ARPU (average revenue per user) of Rs 300 in the medium term, expecting 4 crore feature phones to upgrade to smart phones. It expects the 5G spectrum auction by May-June, but reiterated that it doesn’t expect a significant jump in capex in the next 2-3 years due to the 5G roll-out.
While some investors, as Edelweiss<\/a> said, are \"rightfully concerned\" on Bharti<\/a>’s strategy reversal on Indus, wherein it has increased its stake, the management clarified that this investment is only to stabilise the shareholding, which will ensure there are no risks to Bharti’s network.
Edelweiss values Bharti Airtel at 7.7 times FY23 EV\/Ebitda and has a target of Rs 866.
Motilal Oswal, which has a target of Rs 910 on the stock, said Bharti's digital assets are facilitating premiumisation of customers, thus, allowing better revenue profile. Non-mobility's share in the overall pie, it said, increased with healthy growth in the Homes, Enterprise segment and Payments Bank.
\"Our discussions with regulatory experts and equipment manufacturers indicate 5G is round the corner with possible auction by Q2 or Q3 of FY2023. Lower spectrum pricing and long-term moderate capex-to-sales should restrict capital drain of the company,\" the brokerage said.
ICICI Securities, which has a target of Rs 850 on the stock, said Bharti's consumer business will benefit from rising adoption of digital properties by mobile users, which Bharti can monetise through ads and cross-selling.
Enterprise segment, it said, looks more solid with CPaaS, data centre, IoT, and security and cloud.
\"Bharti plans to achieve stronger growth in the payment bank business. We come convinced that 5G capex will have limited upside risk. Company plans monetisation of its payment bank and data centre businesses in the future, while digital and other businesses may remain under the Bharti Airtel umbrella,\" the brokerage said while suggesting a buy on the stock.
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Bharti Airtel股票清脆响亮。收益维持吗?
参加了几家券商附近的旅馆最近分析师见面,说股票提供从多个增长杠杆和材料上涨潜力,另外,价值解锁几个企业的机会。他们有目标价高达910卢比,这表明在18%,股票周三的高。
JM金融目标的Rs 900股票,预计关税上涨更频繁,展望未来,与Jio更愿意参与关税上涨,因为它还需要开始关注盈利能力。
管理指导ARPU(每用户平均收入)的Rs 300在中期内,预计4卢比的功能手机升级到智能手机。,预计5月5 g频谱拍卖,但重申,它预计不会大幅跳资本支出在未来2 - 3年内由于5 g转出。
虽然一些投资者,雪绒花说,“正当关切”Bharti战略逆转的印度河,它增加了股份,管理澄清这只是稳定股权投资,这将确保没有风险Bharti的网络。
雪绒花值Bharti Airtel FY23 EV / Ebitda的7.7倍,Rs 866的目标。
Motilal Oswal,目标的Rs 910股票,说Bharti的数字资产是促进premiumisation的客户,因此,允许更好的收入。Non-mobility份额在整个馅饼,它说,增加家庭的健康发展、企业部分和支付银行。
“我们与监管专家和设备制造商的讨论表明5 g是在拐角处FY2023拍卖Q2和Q3的可能性。低频谱定价和长期温和capex-to-sales应该限制资本外流的公司,”经纪说。
ICICI证券,目标的Rs 850股票,说Bharti的消费者业务将受益于增加采用数字移动用户属性,Bharti可以货币化通过广告和交叉销售。
企业部分,与CPaaS看起来更坚实,数据中心、物联网、安全和云。
“Bharti计划实现付款银行业务的强劲增长。我们相信,5克资本支出将有上涨空间有限的风险。公司计划货币化的付款银行和企业数据中心在未来,而数字和其他企业可能保持Bharti Airtel保护伞,“经纪说,虽然暗示购买股票。
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NEW DELHI: From a recent low of Rs 650 a piece on March 4 to a high of Rs 769.75 on Wednesday, shares have Bharti Airtel<\/a> have climbed 18.4 per cent against a 7 per cent rise in the BSE Sensex<\/a>, thanks to the recent prepayment of Rs 8,815 crore towards deferred liabilities.
A few brokerages, which attended Airtel<\/a>'s recent analyst meet, said the stock offers material upside potential from multiple growth levers and, also, value unlocking opportunities in a few businesses. They have price targets as high as Rs 910, which suggest at up to 18 per cent upside for the stock over Wednesday's high.
JM Financial has a target of Rs 900 on the stock as it expects tariff hikes to be more frequent, going forward, with Jio more willing to participate in tariff hikes given that it also needs to start focussing on profitability.
\"The mobility business is on a strong footing with healthy market share gains, potential ARPU upside and opportunity from the shift to smartphones from feature phones,\" said Motilal Oswal Securities<\/a>.
The management has guided for ARPU (average revenue per user) of Rs 300 in the medium term, expecting 4 crore feature phones to upgrade to smart phones. It expects the 5G spectrum auction by May-June, but reiterated that it doesn’t expect a significant jump in capex in the next 2-3 years due to the 5G roll-out.
While some investors, as Edelweiss<\/a> said, are \"rightfully concerned\" on Bharti<\/a>’s strategy reversal on Indus, wherein it has increased its stake, the management clarified that this investment is only to stabilise the shareholding, which will ensure there are no risks to Bharti’s network.
Edelweiss values Bharti Airtel at 7.7 times FY23 EV\/Ebitda and has a target of Rs 866.
Motilal Oswal, which has a target of Rs 910 on the stock, said Bharti's digital assets are facilitating premiumisation of customers, thus, allowing better revenue profile. Non-mobility's share in the overall pie, it said, increased with healthy growth in the Homes, Enterprise segment and Payments Bank.
\"Our discussions with regulatory experts and equipment manufacturers indicate 5G is round the corner with possible auction by Q2 or Q3 of FY2023. Lower spectrum pricing and long-term moderate capex-to-sales should restrict capital drain of the company,\" the brokerage said.
ICICI Securities, which has a target of Rs 850 on the stock, said Bharti's consumer business will benefit from rising adoption of digital properties by mobile users, which Bharti can monetise through ads and cross-selling.
Enterprise segment, it said, looks more solid with CPaaS, data centre, IoT, and security and cloud.
\"Bharti plans to achieve stronger growth in the payment bank business. We come convinced that 5G capex will have limited upside risk. Company plans monetisation of its payment bank and data centre businesses in the future, while digital and other businesses may remain under the Bharti Airtel umbrella,\" the brokerage said while suggesting a buy on the stock.
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