India Telecom
Now that we have results from all the 3 listed cellular companies and Research Reports pouring in from various brokerages, I wanted to compare what Research Analysts think of these 3 companies post Q3 FY 09 results and the Conference Call with the management. Before we discuss the analyst ratings,Continue Reading
The Reliance Communications management including Anil Ambani himself had lot of self praise about the nationwide launch of Reliance GSM Mobile services in India. The nationwide GSM / EDGE services was launched on Dec-30th, 2008 thus taking the bouquet of GSM offering across PAN India. Here is an excerpt fromContinue Reading
Reliance Communications announced its Q3 FY09 results this evening had lackluster numbers to report. Lets review the performance of Reliance Broadband and then run through the results. At the beginning of 2008, Reliance had wired up 787K building and providing 1 mn broadband access lines. At the end of 2008,Continue Reading
Bharti Airtel’s management dismissed any threat from Reliance Mobile’s GSM Tariff war which includes Free minutes and Low Lifetime Pre-Paid validity cards. Significant number of questions in the Analyst call were related to the tariff war which was downplayed collectively by Akhil Gupta, Manoj Kohli and Sanjay Kapoor. Mr. SanjayContinue Reading
Bharti Airtel has announced its Q3 FY09 results. Revenues continued to rise knocking off all the worries of slowdown. We are more interested in the performance of Bharti Airtel Broadband division. Without any doubt, Airtel Broadband growth has been POOR in 2008. At the beginning of 2008, Bharti Airtel broadbandContinue Reading
At the end of Dec-2008, Indian Wireless subscriber base touched 342 mn [+49.0% yoy]. A whopping 75.5% of the subscribers are on GSM platform while the remaining 24.5% opted for CDMA. 112m wireless subs were added in 2008, 36% more than were added in 2007 (83m). Top Mobile Service ProvidersContinue Reading
TRAI just a while ago released draft recommendations on how to boost the growth of Value Added Services – VAS market in Mobile telephony. From the current 10% levels, the VAS revenues are expected to reach 30% in the next 5-7 years. The key recommendations are as follows, No separateContinue Reading
Close on the heels of DoT postponing the auction of 3G and WiMax Spectrum auction, the Finance Ministry has proposed to double the base spectrum charges for both 3G and WiMax. The reserve spectrum charge for 3G which was Rs 1650 2,020 crore earlier is now proposed to be RsContinue Reading
If you are a regular reader of this blog, then you are already aware of our coverage on 2G spectrum allocation.However, it is important to note the frequency bands in which Indian Telcos operate. CDMA – 824-844 and 869-889 MHz GSM – 890-915 and 935-960 MHz CDMA / GSM –Continue Reading
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