Category: telecom

Here is what the Bharti Airtel Management Told us in Analyst Call, Bharti’s long-term position for revenue growth remains strong and has 122 mn customers, as on December 31, 2009, across India TRAI recommendations on 2G spectrum allocation and M&A regulations are likely to come out in the next few…

RCOM’s 95% subsidiary, RITL plans to raise money by diluting ~10% (postissue) equity. A successful IPO would help RCOM de-leverage its consolidated balance sheet, and may result in some valuation rerating. This is a significant development post valuation of Aircel’s Tower Business taken over by GTL Infra at Rs 8,000…

In the recently held Road Ahead for Indian Telecom conference, operators are quite optimistic about the future of Growth in India. Here is what they have set their initial rollout plans on 3G WCDMA and HSPA. As the Drama over 3G continues far better than any Hindi serial, cut back…

India registered the highest-ever net adds of 17.6mn subs in November 2009, up 6% month over month (MoM) and 71% year over year (YoY). We attribute this surge against average net adds of 14mn YTD to all operators launching innovative plans, especially the pay per second plan started by Tata…

Sistema Shyam (MTS) is one of the new operators at the forefront of the ongoing Telecom Tariff war. Recently the management interacted with the analysts and he is what they have to say about their strategy in India. On the State of the Wireless Business in India, Management said, Sistema…

With increasing broadband penetration and more enterprises [SMEs] being wired towards unified communications regime, Does India have enough backhaul to cater for data growth ? Yes, there are large trunk routes owned by BSNL, Bharti, Reliance, PowerGrid, RailTel, Tata, etc and the companies are constantly building more. Between the key…

There is political pressure against Chinese network equipment vendors which culminated this week in news of BSNL canceling an order to Huawei. Huawei had at first won a contract from BSNL last year for the Northern region totalling nine million GSM lines. Afterwards, they had won a second contract for…

We are of the opinion that the Tata Group’s telecom assets is needed to maximise synergies and enhance shareholder value. The group has all the pieces to create a single telecom entity – Tata Teleservices Maharashtra (TTML) and Tata Teleservices in wireless [GSM + CDMA] and fixed-line telecom, Tata Sky…