Discussion Gautam Adani looking to enter the telecom sector

[Ashok Varma]

Gautam Adani enters telecom: Is the impact on Bharti Airtel, Vodafone Idea stocks temporary?

“Plagued by an intense competitive environment in the last two decades, the thought of a new entrant in the sector gives investors jitters for the next round of severe competition, which could derail the current structural benefits (ongoing pricing improvement and market share gains),” domestic...

economictimes.indiatimes.com

 

[Ashok Varma]

Battle for $2 market.

Mukesh Ambani | Gautam Adani: Are India’s richest men about to battle over $2 customers?

Ambani built up scale in consumer businesses like telecom and retail to shed the groups overdependence on refining and petrochemicals. Adani went after industrial and utility-scale customers in transportation, coal and power. But they now have overlapping ambitions, for instance in renewables...

economictimes.indiatimes.com

 

[OnlyTech]

All four applicants declared as pre qualified bidders with Jio depositing highest EMD amount.

Adani Data Networks deposits lowest Earnest Money for Spectrum Auction 2022

 

[Esmail]

Basically Adani will just bid for 5G airwaves in Gujarat circle and not look at any Pan India bids.

 

[saketk11]

Basically Adani will just bid for 5G airwaves in Gujarat circle and not look at any Pan India bids.

Adani will bid 100mhz, 26ghz pan, india, it requires only 87cr- EMD and 700cr payable in 20 years.

all ports and factories of Adani group can gave 5g captive network earliest by Dec2023.

Adani may bid in 2024 for commercial enterprise private b2b network after acquring more spectrum

 

[Ashok Varma]

Basically Adani will just bid for 5G airwaves in Gujarat circle and not look at any Pan India bids.

Adani will bid 100mhz, 26ghz pan, india, it requires only 87cr- EMD and 700cr payable in 20 years.

all ports and factories of Adani group can gave 5g captive network earliest by Dec2023.

Adani may bid in 2024 for commercial enterprise private b2b network after acquring more spectrum

Hmm, so Adani can't enter b2c market without C-band spectrum in 5G.

 

[TheAndroidFreak]

Basically Adani will just bid for 5G airwaves in Gujarat circle and not look at any Pan India bids.

I believe its back door entry like Jio. But again let's see what happens in next three years.

 

[saketk11]

I believe its back door entry like Jio. But again let's see what happens in next three years.

It can be front door unlike jio also.

market and analysts said already reacting that before 2024, just before 3xpected collapse of vi, adani buys vi and become significant player with almost 20% market share of indian 3 telco Industry

 

[TheAndroidFreak]

It can be front door unlike jio also.

market and analysts said already reacting that before 2024, just before 3xpected collapse of vi, adani buys vi and become significant player with almost 20% market share of indian 3 telco Industry

Question is will he buy - 80000Crore worth company? Why you think Vi has downfall by 2024?

 

[saketk11]

Question is will he buy - 80000Crore worth company? Why you think Vi has downfall by 2024?

Vodafone Idea's EMD of Rs 2,200 crore may be more than it can chew, say analysts.

in simple analogy, investors allowed(put extra EMD) and backed vi management to perform in 5g aution followed by roll-out and increase revenue and ultimately increse ROI for that global investment made,

if vi could not able to deliver results in time bound manner and before end of period of moratoriums ,
will show clear sign of collapse.

and by 2024, atleast adani will able to understand telecom industry dynamics and hidden rules, ( referring to cartel) secondly govt will definitely conduct 1/2 auction which adani may or may not participate to execute its strategy of Enterprise revenue from telecom network .
Read more at:
As Adani threat fades, 5G rollout may make telecom a duopoly; Bharti Airtel top pick - ET Telecom