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Jio 24财年Ebitda预估下调7%:摩根大通
摩根大通(JP Morgan)在一份报告中也表示，预计信实工业(Reliance Industries)明年不会将包括Jio在内的消费者业务上市。分析人士曾表示，Jio Infocomm的潜在上市是另一个因素，这将鼓励Jio在今年实施关税上调。
摩根大通(JP Morgan)在一份报告中也表示，预计信实工业(Reliance Industries)明年不会将包括Jio在内的消费者业务上市。潜在的上市Jio Infocomm是分析师表示将鼓励Jio在本日历实施关税上调的另一个因素。
Reliance Jio位于Jio平台是信实集团的子公司。
该公司表示:“Reliance Jio将重点从入门级用户转向高端用户，应该会压低高端用户的定价，并推动市场回归更具竞争力的定价机制。”
该经纪公司表示，信实工业(Reliance Industries)旗下的电信子公司Jio将从2020年开始攻击高arpu客户沃达丰的想法而且Bharti Airtel有更好的室内覆盖，无限的数据计划和FWA(固定无线接入)设备，比如Jio AirFiber．
信实董事长穆克什·安巴尼宣布，Jio将在未来几个月推出一款名为Jio AirFiber的FWA设备，以扩大该电信公司在消费者家庭中的覆盖范围。预计该设备将成为在家庭和办公室提供5G网络的便携式热点。目前还没有宣布这款设备将于何时推出，以及定价。
信实Jio上市是5个触发因素之一，可以在2023年引发信实股票上涨39%
Jio预计将实现19%的同比收入增长，这主要得益于移动领域的关税上调，以及非移动领域的持续增长。“5G定价/采用及其对市场动态的影响是关键可监测的。下一次关税上调的时间和幅度，以及Jio对Bharti农村扩张的回应，也将是重点关注的领域。”
即使在5G推出时，Jio最初也针对其成本较高的预付费包用户，向239卢比及以上的用户开放Jio欢迎优惠。尽管它现在向所有包用户开放了5G升级服务，但只有那些使用239卢比及以上包的用户才有无限的流量流量。其余用户必须购买充值机才能访问有限的5G数据。
此外，该公司认为，由于通胀问题阻止电信公司提高关税，消费者的胃口会下降。
其他券商和研究公司已经考虑到4G资费将在2023年中期上调，以推动市场增长行业ARPU和5G的普及。分析师认为，与5G相关的APRU增长将需要几个季度才能生效，在此期间，电信公司将提高4G资费以增加收入。在2023年中期之前，电信公司将在2024年大选之前面临政治反弹。
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<\/figure>Reliance Jio<\/a>\u2019s earnings before interest, taxes, depreciation, and amortisation (Ebitda<\/a>) for FY24 may fall 7% short of previous projections as it may not hike rates in 2023, analysts from JP Morgan<\/a> said in a report.JP Morgan, in a report, also said that it does not see Reliance Industries listing its consumer businesses, which includes Jio, in the coming year. The potential listing of Jio Infocomm<\/a> was another factor that analysts had said would encourage Jio to implement tariff hikes this calendar.
Reliance Jio is housed under Jio Platforms<\/a>, a subsidiary of RIL.
<\/div><\/div>The brokerage said that Jio\u2019s renewed focus on acquiring high ARPU<\/a> (average revenue per user) customers over the past few quarters, could mean that the telco will refrain from implementing a 4G tariff hike in 2023, leading to lower-than-expected Ebitda growth.
\u201cReliance Jio\u2019s focus shift to premium subscribers from entry-level should deflate pricing at the premium end and drive a return to a more competitive pricing regime,\u201d the firm said.
The brokerage said that Jio, the telecom arm of Reliance Industries, will be attacking high-ARPU customers from Vodafone Idea<\/a> and Bharti Airtel<\/a> with better in-building coverage, unlimited data plans and FWA (fixed wireless access) devices like Jio AirFiber<\/a>.
RIL chairman Mukesh Ambani announced that Jio will go to market with an FWA device named Jio AirFiber in the coming months to increase the telco\u2019s reach into consumer homes. The device is expected to be a portable hotspot that provides a 5G network in homes and offices. There has been no announcement on when the device will be launched, and what it will be priced at.
\u201cReliance Jio\u2019s focus shift to premium subscribers from entry-level should deflate pricing at the premium end and drive a return to a more competitive pricing regime,\u201d the firm said.
The brokerage said that Jio, the telecom arm of Reliance Industries, will be attacking high-ARPU customers from Vodafone Idea<\/a> and Bharti Airtel<\/a> with better in-building coverage, unlimited data plans and FWA (fixed wireless access) devices like Jio AirFiber<\/a>.
RIL chairman Mukesh Ambani announced that Jio will go to market with an FWA device named Jio AirFiber in the coming months to increase the telco\u2019s reach into consumer homes. The device is expected to be a portable hotspot that provides a 5G network in homes and offices. There has been no announcement on when the device will be launched, and what it will be priced at.