Indian Telecoms: Jio Has Arrived. Will It Succeed?

Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position

Bharti, IDEA and Jio Show Limited Interest in India's Current Spectrum Auction

Bharti: Jio Worries Overdone. Recovery Continues

Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact

Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition

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New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
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Pan European Healthcare
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We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p>After years of speculation, Jio's launch date has arrived. At <a href="https://www.smartkarma.com/entities/198" target="_blank" data-smartkarma-citation="entities:198:1">Reliance Industries' (RIL IN)</a> AGM, Mukesh Ambani announced the official launch of their service on September 5<sup>th</sup>. With the exception of two wrinkles, the launch pricing is relatively close to what we anticipated with very cheap tariffs but focused on those subscribing to very high usage plans. The headlines of INR 50/GB are misleading, Jio is not selling 1GB data buckets for INR 50. Nevertheless, the headlines yesterday were alarming…</p>

After years of speculation, Jio's launch date has arrived. At Reliance Industries' (RIL IN) AGM, Mukesh Ambani announced the official launch of their service on September 5th. With the exception of two wrinkles, the launch pricing is relatively close to what we anticipated with very cheap tariffs but focused on those subscribing to very high usage plans. The headlines of INR 50/GB are misleading, Jio is not selling 1GB data buckets for INR 50. Nevertheless, the headlines yesterday were alarming…

Jio Launches 4G in India. Will Bharti Be Hit?

Bharti Airtel

Jio Launches 4G in India. Will Bharti Be Hit?