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Equity Bottom-Up

We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high reserve prices ($84bn) and constrained financial position of the bidders meant most lots were left untouched. Those that sold went mostly close to the reserve price (the overall premium was just 4%). The industry spent $2bn more than expected but they also bought more spectrum.Summary of result:<ul><li>No sales at all in the 700MHz or 900MHz bands (reserve prices…</li></ul>

We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high reserve prices ($84bn) and constrained financial position of the bidders meant most lots were left untouched. Those that sold went mostly close to the reserve price (the overall premium was just 4%). The industry spent $2bn more than expected but they also bought more spectrum.Summary of result:No sales at all in the 700MHz or 900MHz bands (reserve prices…

India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.

India's latest spectrum auction commenced on 1 October with two rounds of bidding now completed. Total bids amount to INR567bn ($8.5bn), a small INR32bn increase over Day 1 and massively short of the government's own targets (total reserve price is over INR5tr). In fact, most bidding moved only marginally but a new bid emerged for spectrum in Maharashtra (where <a href="https://www.smartkarma.com/entities/9534" target="_blank" data-smartkarma-citation="entities:9534:1">Tata (TTLS IN)</a> has expiring spectrum so may have been the bidder). There have been no bids for 700MHZ and 900MHZ spectrum with operators…

India's latest spectrum auction commenced on 1 October with two rounds of bidding now completed. Total bids amount to INR567bn ($8.5bn), a small INR32bn increase over Day 1 and massively short of the government's own targets (total reserve price is over INR5tr). In fact, most bidding moved only marginally but a new bid emerged for spectrum in Maharashtra (where Tata (TTLS IN) has expiring spectrum so may have been the bidder). There have been no bids for 700MHZ and 900MHZ spectrum with operators…

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

India

Tata Teleservices (Maharashtra) Limited provides wireline voice, data, and managed telecom services to enterprise customers in Maharashtra and Goa, India. The company offers a comprehensive suite of digital solutions under the Tata Tele Business Services (TTBS) brand, including connectivity, cloud communications, cybersecurity, and marketing solutions. It was established in 1995 and is headquartered in Navi Mumbai, India.

Tata Teleservices (Maharashtra) (TTLS IN)

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Tata Teleservices (Maharashtra) (TTLS IN)

India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.

We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high...

New Street Research

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

India's latest spectrum auction commenced on 1 October with two rounds of bidding now completed. Total bids amount to INR567bn ($8.5bn), a small...

New Street Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)