![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\n
Read also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2020-03-25" data-index="article_1">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
新德里:COVID-19的冠状病毒爆发会有点影响Bharti Airtel移动和其他业务,ICIC证券在一份报告中称。它补充说,许多用户在家里工作,电信,而会增加移动卷。
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
<\/span><\/figcaption><\/figure> NEW DELHI: The COVID-19<\/a> of the coronavirus<\/a> outbreak will have a little impact on the Bharti Airtel<\/a>’s mobile and other businesses, ICIC Securities said in a note. It added that with many subscribers at home and working, the telco will rather see a boost in mobile volumes.
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\nRead also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2020-03-25" data-index="article_1">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
新德里:COVID-19的冠状病毒爆发会有点影响Bharti Airtel移动和其他业务,ICIC证券在一份报告中称。它补充说,许多用户在家里工作,电信,而会增加移动卷。
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
<\/span><\/figcaption><\/figure> NEW DELHI: The COVID-19<\/a> of the coronavirus<\/a> outbreak will have a little impact on the Bharti Airtel<\/a>’s mobile and other businesses, ICIC Securities said in a note. It added that with many subscribers at home and working, the telco will rather see a boost in mobile volumes.
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\nRead also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2020-03-25" data-index="article_1">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
新德里:COVID-19的冠状病毒爆发会有点影响Bharti Airtel移动和其他业务,ICIC证券在一份报告中称。它补充说,许多用户在家里工作,电信,而会增加移动卷。
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
<\/span><\/figcaption><\/figure> NEW DELHI: The COVID-19<\/a> of the coronavirus<\/a> outbreak will have a little impact on the Bharti Airtel<\/a>’s mobile and other businesses, ICIC Securities said in a note. It added that with many subscribers at home and working, the telco will rather see a boost in mobile volumes.
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\nRead also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2020-03-25" data-index="article_1">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
新德里:COVID-19的冠状病毒爆发会有点影响Bharti Airtel移动和其他业务,ICIC证券在一份报告中称。它补充说,许多用户在家里工作,电信,而会增加移动卷。
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
<\/span><\/figcaption><\/figure> NEW DELHI: The COVID-19<\/a> of the coronavirus<\/a> outbreak will have a little impact on the Bharti Airtel<\/a>’s mobile and other businesses, ICIC Securities said in a note. It added that with many subscribers at home and working, the telco will rather see a boost in mobile volumes.
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\nRead also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2020-03-25" data-index="article_1">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
新德里:COVID-19的冠状病毒爆发会有点影响Bharti Airtel移动和其他业务,ICIC证券在一份报告中称。它补充说,许多用户在家里工作,电信,而会增加移动卷。
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
<\/span><\/figcaption><\/figure> NEW DELHI: The COVID-19<\/a> of the coronavirus<\/a> outbreak will have a little impact on the Bharti Airtel<\/a>’s mobile and other businesses, ICIC Securities said in a note. It added that with many subscribers at home and working, the telco will rather see a boost in mobile volumes.
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\nRead also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
- Telecom乐动扑克News
- 2分钟阅读
Covid-19对Airtel的印度业务几乎没有影响;移动量激增可能:印度工业信贷投资银行证券
冠状病毒爆发的COVID-19会有点影响Bharti Airtel的移动和其他业务,相反,许多用户在家里和工作,电信将推动移动卷,印度工业信贷投资银行证券在一份报告中称。
读到
“然而,语音和数据的显著慷慨的津贴意味着有限的好处。但是,原油价格和汇率波动对Bharti构成风险附近的旅馆,”它说。
Airtel CEO Gopal Vittal,在一封给用户,说电信正在加速其网络卷出局,尽可能提升服务质量和推进投资来满足您的需求在锁定全国由于COVID-19或冠状病毒爆发。
Bharti Airtel的首席技术官Randeep Sekhon最近分别表示充分的准备来支持任何紧急网络开始运营的业务连续性计划(BCP)模式时对带宽的需求激增,越来越多的人越来越开始在家工作包含Covid-19或冠状病毒的传播。
经纪公司表示,卢比贬值对Bharti Airtel SoTP估值的影响可以忽略不计。
“与五年前不同的是,当印度卢比贬值带来某些风险由于疼痛Airtel非洲,该地区业务已经取得了长足的进步。Airtel非洲现在积极贡献业绩和估值,因此货币印度卢比贬值(印度卢比贬值对非洲货币)积极影响Bharti Airtel的收益和公允价值,虽然轻微,”它补充道。
读也
经纪公司表示,它将蘸Bharti Airtel的估值在印度由于其外币债务,但风险是由吸积受益Airtel非洲的价值。因此,在巩固的基础上,卢比弃用不影响Bharti Airtel的公允价值。
然而,它补充说,AGR费构成风险鼓吹的公允价值如果维尔关闭商店,Bharti Airtel的移动业务可能会看到意外收获。进一步,我们看到该公司的现金余额完全保护它从最坏情况AGR费的风险。
“However, the significantly generous allowances in voice and data mean limited benefit. But, crude price and currency volatility do pose risk to Bharti Airtel<\/a>,” it said.
Airtel CEO Gopal Vittal, in a letter to subscribers, said that the telco was accelerating its network roll outs, upgrading quality of service where possible and advancing investments to meet your requirements during the lockdown across the country due to the COVID-19 or Coronavirus outbreak.
Bharti Airtel's chief technology officer Randeep Sekhon separately recently said it was fully prepared to support any exigency as its networks starts to operate in the Business Continuity Planning (BCP) mode at a time when the demand for bandwidth surges and more people increasingly start to work from home to contain the spread of Covid-19 or coronavirus.
The brokerage said that rupee depreciation has negligible impact on Bharti Airtel’s SoTP valuation.
“Unlike five years back, when INR depreciation posed certain risk due to pain in Airtel Africa, the operations in the region have come a long way. Airtel Africa now positively contributes to earnings and valuation, hence cross-currency INR depreciation (INR depreciation against African currencies) positively impacts Bharti Airtel’s earnings and fair value, albeit marginally,” it added.
\n\n\n\n\n\n
Read also<\/h4><\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Vodafone Idea, Airtel, Jio curtail voice based customer services<\/a><\/h5><\/div><\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Airtel, Jio to benefit from work-from-home moves: BoFA report<\/a><\/h5><\/div><\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>Shares of Bharti Airtel down 0.81% in early trade<\/a><\/h5><\/div><\/a><\/figure>Buy Bharti Airtel, target price Rs 590: CLSA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
The brokerage said that it sees dip in Bharti Airtel’s valuation due to its foreign currency debt in India, but the risk is covered by the benefit from Airtel Africa’s value accretion. Therefore, on a consolidated basis, rupee deprecation does not impact Bharti Airtel’s fair value.
It, however, added that AGR dues pose a risk to Bharti Infratel<\/a>’s fair value if VIL shuts shop, Bharti Airtel’s mobile business may see windfall gain. Further, we see the company’s cash balance completely protecting it from worst case risk of AGR dues.
\n\t\n\t\n\t\n\t\n\t\n\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/body>","next_sibling":[{"msid":74806582,"title":"RIL overtakes TCS to become most valued firm again as shares jump 10 pc","entity_type":"ARTICLE","link":"\/news\/ril-overtakes-tcs-to-become-most-valued-firm-again-as-shares-jump-10-pc\/74806582","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":74806961,"entity_type":"ARTICLE","title":"Covid-19 to have little impact on Airtel's India business; mobile volumes surge likely: ICICI Securities","synopsis":"The COVID-19 of the coronavirus outbreak will have a little impact on the Bharti Airtel\u2019s mobile and other businesses, rather, with many subscribers at home and working, the telco will see a boost in mobile volumes, ICICI Securities said in a note.","titleseo":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2034,"shares":0,"engagementtimems":6476000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici\/articleshow\/74806961.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-03-25 13:08:25","lastupd":"2020-03-25 13:21:52","breadcrumbTags":["Airtel","airtel news","coronavirus","ICICI","covid-19","Industry","ICICI securities","Bharti Infratel","bharti airtel","telecom news"],"secinfo":{"seolocation":"telecomnews\/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici"}}" data-news_link="//www.iser-br.com/news/covid-19-to-have-little-impact-of-airtel-business-in-india-mobile-volumes-surge-likely-icici/74806961">
<\/a><\/figure>
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