Motilal Oswal: The 5G Saga - Spectrum And Network Dilemma, Capex And More
An advertisement for 5G network enable mobile phones, manufactured by Samsung Electronics Co., sits on display inside a Three mobile phone store in Reading, U.K.(Photographer: Jason Alden/Bloomberg)

Motilal Oswal: The 5G Saga - Spectrum And Network Dilemma, Capex And More

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

The Indian telecom industry is seeing capex peak out (particularly for Bharti Airtel Ltd. and Reliance Jio Infocommm Ltd.) and increased free cash flows.

However, risks have started emerging due to the increased capex toward 5G technology upgrade and the upcoming spectrum renewal.

In this report, we discuss the global progress of 5G, spectrum and network dilemma and the ecosystem development.

We have also made an attempt to work out the potential investments and timelines of 5G and spectrum renewal.

Click on the attachment to read the full report:

Motilal Oswal Telecom Sector Update 171020.pdf

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