Green energy, fossil fuel, jostling for Asia’s richest position – and now telecom<\/a>. Ambani-Adani竞争已经达到了一个新的领域。但这一次分析师和专栏作家担心。电信公司流血很长一段时间后,安巴尼的进入电信现在Adani,鉴于他的财力,可以做一个Jio Jio。 绿色能源,化石燃料,争夺亚洲最富有的位置——现在电信。
The Ambani-Adani rivalry has reached a new sector. But this time analysts and columnists are worried. Telecom companies bled for a long time after Ambani’s entry into telecom and now Adani, given his financial muscle, may do a Jio on Jio<\/a>.
“It was too quiet to last. A sustained and brutal destruction of capital in India’s telecom industry<\/a> was only just starting to give way to a period of peace and calm. The three operators who survived out of the dozen on the scene in 2016 must have been grateful for the end to a debilitating price war. Stable market shares and decent per-user revenue would support the next round of investment.
So imagine the anxiety that bubbled up on the news that billionaire Gautam Adani<\/a> — the port and airport owner who’s so far had nothing to do with telecom — will bid for 5G spectrum in this month’s auction,” wrote Andy Mukherjee for Bloomberg.
Bigger than Dhirubhai<\/strong>
“Six years, ago it was another tycoon — Mukesh Ambani<\/a> — who disrupted India’s wireless market with cheap data and free calls. He’s now the market leader with 410 million subscribers. Ambani’s Jio<\/a> Platforms Ltd., in which Meta<\/a> Platforms Inc. and Alphabet Inc. are investors, is a $95 billion enterprise, 17% bigger than the hydrocarbons empire he inherited from his dad, according to Jefferies,” wrote Mukherjee.
That’s the kind of riches telecom has brought for Ambani.
Experts expect a fairly intense three-way fight — between India's largest telco Jio, second-ranked
Airtel<\/a> and new entrant Adani for 5G airwaves — particularly in the coveted, but expensive, 3.3-3.67 GHz band, also known as the C-band or mid-band. This could push the price of the band 10% higher than the base rate of Rs 317 crore a unit, reported ET.
Reliance<\/a> Jio Infocomm and Bharti Airtel<\/a> are expected to bid for 5G spectrum worth Rs 55,000-60,000 crore and Rs 45,000-50,000 crore, respectively, in the airwaves sale starting from July 26, according to analysts and industry estimates. The Adani group, through unit Adani Data Networks, and cash strapped Vodafone Idea<\/a> (Vi), in turn, may bid for spectrum worth Rs 13,000-15,000 crore and Rs 5,000-6,000 crore, respectively.
The morning after<\/strong>
Experts say it is not the price of spectrum that concerns them but the potential of a bloothbath after the auction.
“I would not be too worried about the end price of the spectrum because in most bands, spectrum is available in fairly abundant quantities. It should be more than enough to accommodate three players. The worry is less on the bidding front but is more on the lines of what happens in future once the Adani entity gets spectrum and over a period of time starts looking at the consumer 5G market seriously,” said Balaji Subramanian, AVP, IIFL Securities<\/a>.
“The market does not like the fact that what was looking like a fairly lucrative market will now have a third strong player going somewhat aggressively in terms of trying to get a larger share of this pie,” Subramanian told ET Now.
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高塔姆·阿达尼进入电信:他会做一个Jio Jio吗?
Ambani-Adani竞争已经达到了一个新的领域。但这一次分析师和专栏作家担心。电信公司流血很长一段时间后,安巴尼的进入电信现在Adani,鉴于他的财力,可以做一个Jio Jio上。
“这是太安静了。持续的资本在印度的电信的和残忍的破坏行业只是刚刚开始给一段时间的和平与平静。这三大运营商中幸存的打在现场2016年一定是感激衰弱价格战。稳定的市场份额和体面的每个用户的收入将会支持下一轮投资。
比迪路拜
“六年,前是另一位大亨穆凯什•安巴尼——谁扰乱了印度与廉价的无线市场数据和免费电话。他现在4.1亿用户的市场领导者。巴尼的Jio平台有限公司,元平台公司和字母公司是投资者950亿美元的企业,17%比碳氢化合物帝国他继承他的父亲,据Jefferies”穆克吉写道。
这样的财富电信带来了安巴尼。
专家预计一个相当激烈的三方之间的战斗——印度最大的电信Jio,排在第二位的
附近的旅馆和新进入者Adani 5 g电波——特别是在梦寐以求的,但是贵,3.3 - -3.67 GHz的乐队,也被称为c波段或mid-band。这可能推动乐队比基准利率高10%的价格317卢比的单位,报告等。
依赖Jio Infocomm和Bharti Airtel预计收购5 g频谱价值55000 - 60000卢比,45000 - 50000卢比,分别在广播电视销售从7月26日,据分析师和业内估计。阿达尼集团,通过单位阿达尼数据网络和现金拮据沃达丰的想法(Vi),反过来,可能竞购频谱价值13000 - 15000卢比,5000 - 6000卢比。
后的第二天早上
专家说它不是光谱,担忧他们的价格但是后bloothbath拍卖的潜力。
“我不会太担心频谱的最终价格,因为在大多数乐队,频谱有相当丰富的数量。它应该足以容纳三名球员。令人担忧的是减少对招标前,但更多的发生在未来一旦阿达尼实体被光谱和在一段时间内开始认真看消费5 g市场,”巴拉萨勃拉曼尼亚说,avon,IIFL证券。
“市场不喜欢是什么看起来像一个非常有利可图的市场现在有三分之一强的球员有些积极的努力得到更大份额的蛋糕,“萨勃拉曼尼亚告诉等。
读到
Green energy, fossil fuel, jostling for Asia’s richest position – and now telecom<\/a>.
The Ambani-Adani rivalry has reached a new sector. But this time analysts and columnists are worried. Telecom companies bled for a long time after Ambani’s entry into telecom and now Adani, given his financial muscle, may do a Jio on Jio<\/a>.
“It was too quiet to last. A sustained and brutal destruction of capital in India’s telecom industry<\/a> was only just starting to give way to a period of peace and calm. The three operators who survived out of the dozen on the scene in 2016 must have been grateful for the end to a debilitating price war. Stable market shares and decent per-user revenue would support the next round of investment.
So imagine the anxiety that bubbled up on the news that billionaire Gautam Adani<\/a> — the port and airport owner who’s so far had nothing to do with telecom — will bid for 5G spectrum in this month’s auction,” wrote Andy Mukherjee for Bloomberg.
Bigger than Dhirubhai<\/strong>
“Six years, ago it was another tycoon — Mukesh Ambani<\/a> — who disrupted India’s wireless market with cheap data and free calls. He’s now the market leader with 410 million subscribers. Ambani’s Jio<\/a> Platforms Ltd., in which Meta<\/a> Platforms Inc. and Alphabet Inc. are investors, is a $95 billion enterprise, 17% bigger than the hydrocarbons empire he inherited from his dad, according to Jefferies,” wrote Mukherjee.
That’s the kind of riches telecom has brought for Ambani.
Experts expect a fairly intense three-way fight — between India's largest telco Jio, second-ranked
Airtel<\/a> and new entrant Adani for 5G airwaves — particularly in the coveted, but expensive, 3.3-3.67 GHz band, also known as the C-band or mid-band. This could push the price of the band 10% higher than the base rate of Rs 317 crore a unit, reported ET.
Reliance<\/a> Jio Infocomm and Bharti Airtel<\/a> are expected to bid for 5G spectrum worth Rs 55,000-60,000 crore and Rs 45,000-50,000 crore, respectively, in the airwaves sale starting from July 26, according to analysts and industry estimates. The Adani group, through unit Adani Data Networks, and cash strapped Vodafone Idea<\/a> (Vi), in turn, may bid for spectrum worth Rs 13,000-15,000 crore and Rs 5,000-6,000 crore, respectively.
The morning after<\/strong>
Experts say it is not the price of spectrum that concerns them but the potential of a bloothbath after the auction.
“I would not be too worried about the end price of the spectrum because in most bands, spectrum is available in fairly abundant quantities. It should be more than enough to accommodate three players. The worry is less on the bidding front but is more on the lines of what happens in future once the Adani entity gets spectrum and over a period of time starts looking at the consumer 5G market seriously,” said Balaji Subramanian, AVP, IIFL Securities<\/a>.
“The market does not like the fact that what was looking like a fairly lucrative market will now have a third strong player going somewhat aggressively in terms of trying to get a larger share of this pie,” Subramanian told ET Now.
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