独家
为什么Bharti Airtel反弹难吗
我们预计在Rs 170 + ARPU Bharti Airtel本财政和Rs 190接下来的财政,拉吉夫·夏尔马说
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政府不能采取沃达丰股价低于票面价值
解决post-Budget记者会在孟买,投资和公共资产管理部门(Dipam)部长Tuhin Kanta Pandey说,他的部门将持有该股。这将是类似于ITC和其他政府的控股公司,收购由于泌尿道感染救助。
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Bharti Airtel是由一套好的数字,特别是提高ARPU尽管没有关税上调但执行4 g,说的拉吉夫·夏尔马机构股票研究部门负责人SBICAP证券。
附近的旅馆有增加外国投资高达100%的点头。这意味着股价劲扬以来Bharti Airtel的新闻了吗?乐动扑克
氯化钠的网站他们早些时候强调,外国持有的Bharti可能只有49%,而不是74%,导致了体重的下降摩根士丹利资本国际(MSCI)印度Bharti从3.5%到1.8%,同样重量减半了摩根士丹利资本国际(MSCI)他们也。现在氯化钠显示为100%,下次当摩根士丹利资本国际(MSCI)提出了通知,它将更新和Bharti的重量将会增加,这就是为什么我们看到股价的迅速增大。也是由一套好的数字,特别是提高ARPU尽管没有关税上调但执行4 g的一面。
有什么前景时,电信公司的arpu吗?
我会说的数量已经超出了分析师和街头估计ARPU,本季度4 g用户增长。我们预计在Rs 170 + ARPU财政和Rs 190在未来财政。这是假设一些关税上涨在未来财政将是一个关键的催化剂Bharti Airtel Vodafone-Idea票价如何与他们的资金计划。已经两个月,我们还没有看到新闻。乐动扑克这将是一个决定性因素和市场的整合,提高arpu将取决于。
附近的旅馆有增加外国投资高达100%的点头。这意味着股价劲扬以来Bharti Airtel的新闻了吗?乐动扑克
氯化钠的网站他们早些时候强调,外国持有的Bharti可能只有49%,而不是74%,导致了体重的下降摩根士丹利资本国际(MSCI)印度Bharti从3.5%到1.8%,同样重量减半了摩根士丹利资本国际(MSCI)他们也。现在氯化钠显示为100%,下次当摩根士丹利资本国际(MSCI)提出了通知,它将更新和Bharti的重量将会增加,这就是为什么我们看到股价的迅速增大。也是由一套好的数字,特别是提高ARPU尽管没有关税上调但执行4 g的一面。
有什么前景时,电信公司的arpu吗?
我会说的数量已经超出了分析师和街头估计ARPU,本季度4 g用户增长。我们预计在Rs 170 + ARPU财政和Rs 190在未来财政。这是假设一些关税上涨在未来财政将是一个关键的催化剂Bharti Airtel Vodafone-Idea票价如何与他们的资金计划。已经两个月,我们还没有看到新闻。乐动扑克这将是一个决定性因素和市场的整合,提高arpu将取决于。
Bharti Airtel<\/a> is backed by a good set of numbers, particularly an increase in ARPU despite no tariff hike but on execution on the 4G side, says Rajiv Sharma<\/a><\/strong>, Head of Institutional Equity Research, SBICAP Securities<\/a>.<\/strong>
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Airtel<\/a> has got the nod for increasing foreign investment upto 100%. What does this mean for Bharti Airtel since the stock price is rallying hard on the back of the news?<\/strong>
Earlier in the NACL website they had highlighted that the foreign holding in Bharti could be only 49% instead of 74% and that had resulted in a decrease in weight in the MSCI India<\/a> for Bharti from 3.5% to 1.8% and similarly the weight got halved in MSCI<\/a> EM also. Now with NACL showing it at 100%, the next time when MSCI comes up with notifications, it will update this and Bharti\u2019s weight will increase and that is why we are seeing a good runup in share prices. It is also backed by a good set of numbers, particularly an increase in ARPU despite no tariff hike but on execution on the 4G side.
What is the outlook when it comes to telecom companies\u2019 ARPUs?
<\/strong>I would say that the numbers have beat analyst and street estimates on the ARPU side and 4G subscriber growth this quarter. We are expecting around Rs 170 plus ARPU for this fiscal and about Rs 190 in the next fiscal. This is assuming that some tariff hikes coming in the next fiscal would be a key catalyst for Bharti Airtel and how Vodafone-Idea fares with their funding plans. It has been a couple of months and we have not seen much news on that. So that will be a deciding factor and the consolidation of the market and improvement in ARPUs will depend on that.
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<\/em>
Airtel<\/a> has got the nod for increasing foreign investment upto 100%. What does this mean for Bharti Airtel since the stock price is rallying hard on the back of the news?<\/strong>
Earlier in the NACL website they had highlighted that the foreign holding in Bharti could be only 49% instead of 74% and that had resulted in a decrease in weight in the MSCI India<\/a> for Bharti from 3.5% to 1.8% and similarly the weight got halved in MSCI<\/a> EM also. Now with NACL showing it at 100%, the next time when MSCI comes up with notifications, it will update this and Bharti\u2019s weight will increase and that is why we are seeing a good runup in share prices. It is also backed by a good set of numbers, particularly an increase in ARPU despite no tariff hike but on execution on the 4G side.
What is the outlook when it comes to telecom companies\u2019 ARPUs?
<\/strong>I would say that the numbers have beat analyst and street estimates on the ARPU side and 4G subscriber growth this quarter. We are expecting around Rs 170 plus ARPU for this fiscal and about Rs 190 in the next fiscal. This is assuming that some tariff hikes coming in the next fiscal would be a key catalyst for Bharti Airtel and how Vodafone-Idea fares with their funding plans. It has been a couple of months and we have not seen much news on that. So that will be a deciding factor and the consolidation of the market and improvement in ARPUs will depend on that.
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"12.0","minfoseo":"12-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1603874046137","minfoseo":"1603874046137"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"GadgetsMarkedReviewed":{"minfo":"0","minfoseo":"0"},"HashCode":{"minfo":"1543678668","minfoseo":"1543678668"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"OriginalImageHeightPx":{"minfo":"900.0","minfoseo":"900-0"},"canonicalURL":{"minfo":"https:\/\/economictimes.indiatimes.com\/markets\/expert-view\/why-bharti-airtel-is-rallying-hard\/articleshow\/78908069.cms","minfoseo":"https\/economictimes-indiatimes-com\/markets\/expert-view\/why-bharti-airtel-is-rallying-hard\/articleshow\/78908069-cms"},"OriginalImageWidthPx":{"minfo":"1200.0","minfoseo":"1200-0"},"NumberOfCharacters":{"minfo":"1615.0","minfoseo":"1615-0"},"NumberOfWords":{"minfo":"298.0","minfoseo":"298-0"},"key":{"0":{"keyid":"15491","value":"Airtel","smid":"0","keynameseo":"Airtel","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"6354287","value":"bharti airtel","smid":"0","keynameseo":"bharti-airtel","keytype":"","keycount":"totalcount","weightage":"40"},"2":{"keyid":"1553175","value":"Vodafone Idea","smid":"0","keynameseo":"Vodafone-Idea","keytype":"","keycount":"totalcount","weightage":"20"},"3":{"keyid":"34974","value":"telecom news","smid":"0","keynameseo":"telecom-news","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"752993","value":"SbiCap Securities","smid":"0","keynameseo":"SbiCap-Securities","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"130476","value":"Rajiv Sharma","smid":"0","keynameseo":"Rajiv-Sharma","keytype":"","keycount":"totalcount","weightage":"20"},"6":{"keyid":"468175","value":"MSCI India","smid":"0","keynameseo":"MSCI-India","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"105793","value":"MSCI","smid":"0","keynameseo":"MSCI","keytype":"","keycount":"totalcount","weightage":"20"},"9":{"keyid":"145351","value":"ARPUs","smid":"0","keynameseo":"ARPUs","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":[],"similarlytagged":[{"msid":"97799321","stname":"Airtel 5G Plus service now live in these 5 cities of Haryana","artsyn":"Customers with 5G-enabled smartphones can access Airtel 5G service at the above-mentioned locations. 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