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Jio谱比Airtel 86亿美元债务负担高10%;面积:5克推出重点分析师

在这个拍卖,Jio关注更新至关重要的800 mhz,买了58%的可用频谱在这个乐队高于预期的47亿美元的开支。它还花了31亿美元增加其4 g网络容量。

Jio谱比Airtel 86亿美元债务负担高10%;面积:5克推出重点分析师
新德里:频谱拍卖支出造成依赖Jio光谱的债务负担跃升144%,至86亿美元,这是now10%高于Bharti附近的旅馆的79亿美元。然而,沃达丰(Vodafone)想法的频谱负担仍然是私人运营商中最高为130亿美元,分析师表示。他们补充说,现在给更高的频谱Jio在它的灵活性5克推出并支持其野心50%的用户市场。

在这个拍卖,Jio关注更新至关重要的800 mhz,买了58%的可用频谱在这个乐队高于预期的47亿美元的开支。它还花了31亿美元增加其4 g网络容量。

Airtel的26亿美元拍卖支出25%的预期,但有50%的900 mhz和2300 mhz支出来提高其网络,积极令人惊讶的是,里昂证券在一份报告中称。“沃达丰的拍卖支出低于预期仅为03亿美元。”

“63%的频谱拍卖出售,可能会有削减预订价格。从历史上看,政府频谱价格削减30% - -40%,如果没有看到需求在前面的拍卖,这将是一个重大的积极的尤其是对5克。进一步说,在未来的5 g拍卖的275 mhz频段可用仅在3.3 - -3.6 ghz频段(除了其他的乐队),只有三个运营商,将会有良好的供应,”里昂证券(CLSA)补充道。

摩根史坦利的分析师说,更高的频谱给了Jio灵活性5 g的推出,也支持其野心50%用户市场份额数据需求继续上升4 g网络。

轴的资本在其报告中表示,Jio此举加强2300 MHz控股指示其关注5 g技术。

“Jio光谱采集后至少2 x10 MHz在1800 MHz频带和40 MHz 2300 MHz频带。激进的光谱采集,Jio似乎减少在职者的差距。可以归因于2300 MHz频段的兴趣变得越来越流行乐队5 g部署由于其更好的报道,”Axis Capital的分析师说。

而2300 MHz乐队可以用来增加4 g的容量,还可以扮演一个角色在5 g部署。“Jio释放已经明确表态,声称获得光谱可以用于过渡到5 g服务在适当的时候它已经开发了自己的5 g栈”。

Jio在官方声明中,也强调,获得频谱可以利用过渡到5 g服务在适当的时候。

沃达丰的想法获得了11.9 mhz频段circles-partially更新5 mhz TN圈(900 mhz频带)和获得额外的4 mhz在卡纳塔克邦(1800 mhz频带)。相比之下,~ 44.4 mhz频谱即将到期的900 mhz和1800 mhz频段。“维尔预计在如此低的参与,需要在上下文的现金流约束和客户已经失去了市场份额,”瑞士信贷(Credit Suisse)说。

“把这拍卖,我们看到维尔在5 g不利的风险由于其较弱的资产负债表,”美国银行证券分别在一份报告中称。

分析师还表示,拍卖将导致前期支付2790亿卢比的电信公司2021年3月(Rs 2000亿按政府估计)和延期付款的Rs 4989亿,超过18年从2024年3月(年度每年支付620亿卢比)。

“现金支出将备受关注的高债务水平者,继续延迟关税上调。这可能导致资金缺口对沃达丰的想法继续推迟筹集资金,债务水平高,并重新定价侵略在某些领域,“轴资本说。



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After being rolled out in the United States, South Korea, China, and other countries, 5G is slowly making its way in India to provide faster data downloading and uploading speed with lower latency and stable connections. However, it still has big challenges to deal with. In this slideshow, ET Telecom points out the issues hindering the 5G rollout in India.<\/p>","title":"Here is all the buzz about India's 5G spectrum auction","titleseo":"here-is-all-the-buzz-about-indias-5g-spectrum-auction","slideseolocationalt":"slide-shows\/here-is-all-the-buzz-about-indias-5g-spectrum-auction","prominentcolor":"","imgtype":"21"},"slideshows":[{"msid":"70292061","mstype":0,"denmarkslideshow":1,"strimg":"","thumbid":"70292062","secname":"Here is all the buzz about India's 5G spectrum auction","secnameseo":"here-is-all-the-buzz-about-india-s-5g-spectrum-auction","msname":"Here is all the buzz about India's 5G spectrum auction","artdate":1563529638,"caption":"","msnameseo":"here-is-all-the-buzz-about-india-s-5g-spectrum-auction","secmsname":"Here is all the buzz about India's 5G spectrum auction","secmsnameseo":"here-is-all-the-buzz-about-india-s-5g-spectrum-auction","seolocationalt":"here-is-all-the-buzz-about-indias-5g-spectrum-auction"}],"filters":[],"url":"\/\/www.iser-br.com\/news\/jio-spectrum-debt-burden-10-higher-than-airtel-at-8-6-bn-5g-rollout-key-focus-area-analysts\/81308058","content":"
\"Jio<\/figure>NEW DELHI: The spectrum auction<\/a> spending has caused Reliance Jio<\/a> spectrum debt burden to jump 144% to $8.6 billion, which is now10% higher than Bharti Airtel<\/a>\u2019s $7.9 billion. However, Vodafone Idea\u2019s spectrum burden is still the highest among the private operators at $13 billion, analysts said. They added that higher spectrum now gives Jio<\/a> flexibility in its 5G rollout<\/a> and also supports its ambition for a 50% subscriber market.

In this auction, Jio was focused on renewing the crucial 800MHz and bought 58% of the spectrum available in this band at higher-than-expected spending of $4.7 billion. It also spent $3.1 billion on increasing its 4G network capacity.

Airtel\u2019s $2.6 billion auction spending was 25% ahead of expectations but with 50% of its spending on 900MHz and 2300MHz to boost its network, surprisingly positively, CLSA said in a note. \u201cVodafone Idea\u2019s auction spending was lower-than-expected at a mere $0.3 billion.\u201d