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电信日记:关税上涨可能提高服务质量?
电信公司上次修改后的预付手机去年11月25%的关税。市场将在不久的将来看到更多的关税上调作为电信公司投资明显在印度建立巨大的基础设施需要锅5 g推出。
移动数据的平均价格在印度,这是世界上增长最快的手机市场,是在约0.3美元每GB仍然是全球最低的国家之一,最便宜的数据计划成本仅为0.1美元每GB。这给电信玩家足够的余量关税修订。
但是关税修订提高服务的质量?手机用户仍然抱怨不完整的网络和电话滴。与在家工作成为新常态对大多数人流感大流行,它是提高服务质量的关键投入足够的基础设施投资和频谱管理工具使用优化。
咄咄逼人的关税战争4 g的入口段新球员依赖Jio2016年末,带来了一波又一波的整合电信行业。现在,只剩下三名私人球员——Jio Airtel和沃达丰的想法随着事业单位Bharat Sanchar Nigam说电信有限公司(BSNL)。
然而,它是不可能的,任何这样的关税战争将再次发生。沃达丰的想法是为生存而挣扎而Airtel和Jio正在寻求实现增加收入的方法。
分析人士说关税上涨可能会更频繁,展望未来,与依赖Jio更愿意参与关税上涨,因为它也需要开始关注盈利能力(而不仅仅是用户添加)作为其潜在IPO做准备在未来1 - 2年和5克推出高资本支出。同时,Airtel能获得明显由于其粘性和优质的用户,确保关税提高arpu流过。
下一个移动关税上调预期第四季:分析师
关税上调,预计在未来的季度和更高的数据在5克推出消费将进一步提高每用户平均收入(ARPU),根据Nuvama机构股票分析师报告。
一锅印度5 g推出预计在2023年底或2024年初。Airtel一直在加速其5 g推出获得早期采用者和目标是5克报道5000年城镇/ 3月,2024年。Jio和Airtel宣布启动5 g服务在选定的城市。
不过,球员们将仔细价格5 g / 4 g为了推动升级新服务20 - 30%的溢价5 g / 4 g增加关税可能会限制潜在的增加在不久的将来。这就是为什么Airtel一直关税5 g服务类似于4 g。和Jio前5 g服务允许用户来测试其实际的发射。电信公司正在谨慎行事之前任何重大修订关税但肯定会去一个以提高质量的服务和他们的收入。
Airtel成为抢手货,但股票价格增长取决于你的手机账单
分析师电话会议中,旅馆管理重申提高关税是唯一的方法来改善当前的RoCE低8.5%,但表示,很难评论时间表下一个关税上调,因为它将取决于竞争反应。
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<\/figure><\/strong>Telecom players are looking to increase mobile tariffs early next year in a bid to improve average revenue per user (ARPU) and quality of services as India gets closer to a pan India 5G launch.The average mobile data prices in India, which is the fastest growing mobile market in the world, is at around $0.3 per GB which is still one of the lowest globally with the cheapest data plan costing just $0.1 per GB. This gives telecom players enough headroom for a tariff revision.
But will a tariff revision improve the quality of services? Mobile users still complain about patchy networks and call drops. With work from home becoming the new normal for the majority of people post pandemic, it is critical to improve quality of services by putting in enough investment in infrastructure and spectrum management tools to make use of it optimally.
<\/div><\/div>Telcos had last revised prepaid mobile tariffs by up to 25 % in November last year. The market will see more tariff hikes in the near future<\/a> as telcos look to invest significantly in setting up huge infrastructure required for a pan India 5G rollout.
An aggressive tariff war in the 4G segment with the entry of new player Reliance Jio<\/a> in late 2016 brought in a wave of consolidation in the telecom industry<\/a>. Now, only three private players are left - Jio, Airtel and Vodafone Idea<\/a> along with a telecom PSU Bharat Sanchar Nigam Ltd (BSNL<\/a>).
However, it is unlikely that any such tariff war will happen again. Vodafone Idea is struggling to survive while Airtel and Jio are looking towards ways to increase revenues.
As analysts say tariff hikes<\/a> are likely to be more frequent, going forward, with Reliance Jio more willing to participate in tariff hikes as it also needs to start focussing on profitability (and not just on subscriber additions) as it prepares for its potential IPO in the next 1-2 years and given the high capex for 5G rollout. Also, Airtel could gain significantly given its sticky and premium quality of its subscribers<\/a>, ensuring that tariff hikes flow through to ARPUs.
An aggressive tariff war in the 4G segment with the entry of new player Reliance Jio<\/a> in late 2016 brought in a wave of consolidation in the telecom industry<\/a>. Now, only three private players are left - Jio, Airtel and Vodafone Idea<\/a> along with a telecom PSU Bharat Sanchar Nigam Ltd (BSNL<\/a>).
However, it is unlikely that any such tariff war will happen again. Vodafone Idea is struggling to survive while Airtel and Jio are looking towards ways to increase revenues.
As analysts say tariff hikes<\/a> are likely to be more frequent, going forward, with Reliance Jio more willing to participate in tariff hikes as it also needs to start focussing on profitability (and not just on subscriber additions) as it prepares for its potential IPO in the next 1-2 years and given the high capex for 5G rollout. Also, Airtel could gain significantly given its sticky and premium quality of its subscribers<\/a>, ensuring that tariff hikes flow through to ARPUs.