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Breaking Airtel to acquire 4.7% stake in Indus from UK's Vodafone

Esmail

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Esmail bhai
hyper competitive means 12 player with 2g
6 player with 3g
4 player with 4g
3 player with 5g??
Competition doesn't always need a high number of players. Even a limited number of players can play the pricing game to increase market share and ultimately the ones who don't have deep pockets will not be able to sustain the losses and exit the market.
 
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If Vi dilutes the whole share, it will be good for Vi as money will be invested in networks and KMBirla might invest as he promised too along with foreign fund raising might come into picture. Vi will be good third operator which is its not currently. Adani wanted to buy Vi+BSNL at 50000 Crore but government denied giving BSNL and Ambani warned Adani from entering into this field. In any way, even Airtel or Indus Towers is not sufficient to build world class Infra like Jio. So Both these operators have to rely on GTL Infra and Jio Infra for further expansion of 4G/5G. If tariff hike comes this year(which most probably will come) Airtel will loose lot of subscribers and Airtel will gain revenue+ARPU through postpaid consumers only. They have huge customer base through Airtel Black.
I don't understand why people hate billionaires ?
 
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In the Indian context Airtel is equivalent to Verizon in US and Vi is equivalent to AT&T, Jio is doing what T-Mobile did in US taking on the incumbents with its new age approach and BSNL is like Sprint mostly irrelevant apart from the deep rural pockets.
In rural areas bsnl barely have towers if present then they are strictly 2G.
 
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