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Jio, Airtel,沃达丰的想法可能调低报价5 g频谱拍卖
专家补充说,Jio和Airtel可能主要目标100单位保险费5 g电波在3.3 -3.67 Ghz乐队以及慷慨的剂量的新毫米(24.25 -28.5 Ghz)。反过来,沃达丰的想法(Vi)被认为是可能解决微小的相同的波段。
依赖Jio和Bharti Airtel估计都买什么5克频谱价值约53000卢比在即将到来的频谱出售,而资金短缺沃达丰的想法(Vi)可能花费10500卢比,分析家说,以目前的价格点。他们预计整体投标强度是温和定价部门监管机构推荐的僵硬。
专家还说,Jio和附近的旅馆可能主要目标100单位保险费5 g电波在3.3 -3.67 Ghz乐队和慷慨的剂量的新毫米(24.25 -28.5 Ghz)。反过来,沃达丰的想法(Vi)被认为是可能解决微小的相同的波段。
印度估计谱花最大的电信公司是基于30年持有期的增加电信改革计划中概述的电波政府去年9月宣布的。因此,分析师估计政府吸收周围Rs 1, 16000卢比5 g频谱拍卖超过30年。
行业专家分析有可能电信拍卖策略和花一天后印度电信管理局(火车)建议削减的基础价格3.3 - -3.67 Ghz airwaves-popularly称为c波段5 g谱的近36%,至317卢比一套单元测试和基准利率的新mmWave乐队(24.25 - -28.5 Ghz)理想5 g回程需要每单位6.99卢比。行业高管和分析师虽然说价格仍然过高。
不过,电信周二股市下跌的疯牛病。信实工业(瑞来斯),电信市场领袖的父母依赖Jio,在Rs 2560 .15点收盘下跌1.9%,而Airtel股价收盘下跌2.15%至741.60卢比。Vi股价收低2.39%至10.60卢比。
“Bharti和Jio将选择性收购5 g频谱,并将主要兴趣集中在3.5 Ghz(最常用的频谱5 g)在前十的圈子里,”瑞银(UBS)在一份报告中称。600/700 Mhz的经纪公司将非常有限的利益”,但并不排除一些充值800/900 Mhz频段。
Prashant Singhal,迪士尼全球TMT新兴市场领袖,尽管不期望任何接受者700 Mhz spectrum-despite价格削减40%它仍将证明昂贵等电信公司需要购买大量电视5 g服务,和量子提供远低于c波段光谱。
在新闻时间,Jio Airtel和Vi没有回应等的查询。
火车建议拍卖超过104000 Mhz频段的600 Mhz、700 Mhz、800 Mhz、900 Mhz、1800 Mhz、2100 Mhz、2300 Mhz、2500 Mhz、3300 - 3670 Mhz (C,或mid-band)和24.25 -28.5 GHz(毫米波,或mmWave)乐队,价值估计为4.5 - 5十万的卢比在30年的有效期。
说,600 MHz举行评级机构“国际机器人与自动化会议”,700 MHz、3300 - 3600 MHz和28 GHz频段贡献超过80%的总价值的频谱拍卖。
印度工业信贷投资银行证券预计整体投标强度为3.3 - -3.67 Ghz频段仍将保持温和的总支付100台,甚至在最新推荐底价30年期新有效性跨度,估计高达47600卢比。这只是略低于49200卢比,他们将支付超过20年的跨度为100 Mhz的c波段光谱在早些时候底价492卢比的单位。日本野村集团的观点是支持的。
分析师也表示频谱供应足够的轻松容纳三名球员c波段和因此,投标强度可能会保持沉默。“监管机构建议更容易支付选项30等于年度分期付款,应该把任何大的现金流不匹配Bharti /信实Jio ICICI证券表示
助理副Ankit Jain president-corporate评级,举行的“国际机器人与自动化会议”然而说,即使在这个拍卖,适度参与行业的债务水平可能会进一步上涨4.8十万的卢比,2023年3月。这将是尽管改善现金流生成后关税上涨以及去杠杆化行动由电信公司。
专家还说,Jio和附近的旅馆可能主要目标100单位保险费5 g电波在3.3 -3.67 Ghz乐队和慷慨的剂量的新毫米(24.25 -28.5 Ghz)。反过来,沃达丰的想法(Vi)被认为是可能解决微小的相同的波段。
印度估计谱花最大的电信公司是基于30年持有期的增加电信改革计划中概述的电波政府去年9月宣布的。因此,分析师估计政府吸收周围Rs 1, 16000卢比5 g频谱拍卖超过30年。
不过,电信周二股市下跌的疯牛病。信实工业(瑞来斯),电信市场领袖的父母依赖Jio,在Rs 2560 .15点收盘下跌1.9%,而Airtel股价收盘下跌2.15%至741.60卢比。Vi股价收低2.39%至10.60卢比。
“Bharti和Jio将选择性收购5 g频谱,并将主要兴趣集中在3.5 Ghz(最常用的频谱5 g)在前十的圈子里,”瑞银(UBS)在一份报告中称。600/700 Mhz的经纪公司将非常有限的利益”,但并不排除一些充值800/900 Mhz频段。
Prashant Singhal,迪士尼全球TMT新兴市场领袖,尽管不期望任何接受者700 Mhz spectrum-despite价格削减40%它仍将证明昂贵等电信公司需要购买大量电视5 g服务,和量子提供远低于c波段光谱。
火车斜杠33-36 GHz频段的底价,700 MHz
周一在其436页的建议,印度电信管理局(火车)削减基准利率3.3 -3.67 Ghz airwaves-popularly称为mid-band 5 g频谱317卢比一个单元,从492卢比。它也减少了700 MHz频带的价格3927卢比,希望电信公司给后的价格将会吸引这带宽通过连续两个销售,称高价格。
火车建议拍卖超过104000 Mhz频段的600 Mhz、700 Mhz、800 Mhz、900 Mhz、1800 Mhz、2100 Mhz、2300 Mhz、2500 Mhz、3300 - 3670 Mhz (C,或mid-band)和24.25 -28.5 GHz(毫米波,或mmWave)乐队,价值估计为4.5 - 5十万的卢比在30年的有效期。
说,600 MHz举行评级机构“国际机器人与自动化会议”,700 MHz、3300 - 3600 MHz和28 GHz频段贡献超过80%的总价值的频谱拍卖。
印度工业信贷投资银行证券预计整体投标强度为3.3 - -3.67 Ghz频段仍将保持温和的总支付100台,甚至在最新推荐底价30年期新有效性跨度,估计高达47600卢比。这只是略低于49200卢比,他们将支付超过20年的跨度为100 Mhz的c波段光谱在早些时候底价492卢比的单位。日本野村集团的观点是支持的。
分析师也表示频谱供应足够的轻松容纳三名球员c波段和因此,投标强度可能会保持沉默。“监管机构建议更容易支付选项30等于年度分期付款,应该把任何大的现金流不匹配Bharti /信实Jio ICICI证券表示
助理副Ankit Jain president-corporate评级,举行的“国际机器人与自动化会议”然而说,即使在这个拍卖,适度参与行业的债务水平可能会进一步上涨4.8十万的卢比,2023年3月。这将是尽管改善现金流生成后关税上涨以及去杠杆化行动由电信公司。
电信公司债务提升:分析师在火车的5 g拍卖的观点
“即使在这个拍卖,适度参与行业的债务水平可能会进一步提升至4.8卢比。多数卢比的截至2023年3月,尽管改善现金流生成后关税上涨以及去杠杆化行动由电信公司,“Ankit Jain,助理副总裁&部门负责人——企业评级,ICRA有限说。
Reliance Jio<\/a> and Bharti Airtel<\/a> are each estimated to buy 5G<\/a> spectrum worth around Rs 53,000 crore in the upcoming spectrum sale, while cash-strapped Vodafone Idea<\/a> (Vi) may spend Rs 10,500 crore, at current price points, say analysts. They expect overall bidding intensity to be muted given the stiff pricing recommended by the sector regulator.
Experts added that Jio<\/a> and Airtel<\/a> are likely to primarily target 100 units of premium 5G airwaves in the 3.3-3.67 Ghz band along with generous doses of new millimetre waves (24.25-28.5 Ghz). Vodafone Idea (Vi), in turn, is reckoned to be likely to settle for tiny helpings of the same airwaves.
The estimated spectrum spends of India\u2019s top telcos are based on the increased 30-year holding period of the airwaves outlined in the telecom reforms package announced by the government last September. Accordingly, analysts estimate the government to mop up around Rs 1,16,000 crore from the 5G spectrum auction<\/a> over a 30-year period.
Experts added that Jio<\/a> and Airtel<\/a> are likely to primarily target 100 units of premium 5G airwaves in the 3.3-3.67 Ghz band along with generous doses of new millimetre waves (24.25-28.5 Ghz). Vodafone Idea (Vi), in turn, is reckoned to be likely to settle for tiny helpings of the same airwaves.
The estimated spectrum spends of India\u2019s top telcos are based on the increased 30-year holding period of the airwaves outlined in the telecom reforms package announced by the government last September. Accordingly, analysts estimate the government to mop up around Rs 1,16,000 crore from the 5G spectrum auction<\/a> over a 30-year period.
<\/div><\/div>Sector experts were analysing likely telco auction strategies and spends a day after the Telecom Regulatory Authority of India (Trai) recommended slashing the base price of 3.3-3.67 Ghz airwaves\u2014popularly known as C-band 5G spectrum\u2014by nearly 36% to Rs 317 crore a unit and set the base rate of new mmWave bands (24.25-28.5 Ghz)\u2014ideal for 5G backhaul needs\u2014at Rs 6.99 crore per unit. Industry<\/a> executives and analysts though say the prices are still too high.
Still, telecom stocks fell on the BSE Tuesday. Reliance Industries (RIL), the parent of telecom market leader Reliance Jio, closed 1.9% lower at Rs 2,560.15, while Airtel\u2019s stock closed 2.15% lower at Rs 741.60. Vi shares ended down 2.39% at Rs 10.60.
\u201cBharti and Jio will selectively bid for 5G spectrum, and the main interest will be centred on 3.5 Ghz (the most commonly used spectrum for 5G) in the top 10 circles,\u201d UBS said in a note. The brokerage sees very limited interest\u201d in 600\/700 Mhz but does not rule out some top-ups in 800\/900 Mhz bands.
Prashant Singhal, EY's global TMT emerging markets leader, though doesn\u2019t expect any takers for 700 Mhz spectrum\u2014despite a 40% price cut\u2014as it will still prove expensive as telcos would need to buy large chunks of such airwaves for 5G services, and the quantum on offer is well below C-band spectrum.
Still, telecom stocks fell on the BSE Tuesday. Reliance Industries (RIL), the parent of telecom market leader Reliance Jio, closed 1.9% lower at Rs 2,560.15, while Airtel\u2019s stock closed 2.15% lower at Rs 741.60. Vi shares ended down 2.39% at Rs 10.60.
\u201cBharti and Jio will selectively bid for 5G spectrum, and the main interest will be centred on 3.5 Ghz (the most commonly used spectrum for 5G) in the top 10 circles,\u201d UBS said in a note. The brokerage sees very limited interest\u201d in 600\/700 Mhz but does not rule out some top-ups in 800\/900 Mhz bands.
Prashant Singhal, EY's global TMT emerging markets leader, though doesn\u2019t expect any takers for 700 Mhz spectrum\u2014despite a 40% price cut\u2014as it will still prove expensive as telcos would need to buy large chunks of such airwaves for 5G services, and the quantum on offer is well below C-band spectrum.
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