Jio Tariff Hike
Telecom companies' stocks may continue their surge, thanks to Reliance Jio
Tariff hikes may not be across the board but in a few key segments, say experts
 "Telecom companies' stocks may continue their surge, thanks to Reliance Jio")
Jio tariff hike to benefit sector but pressure on telcos continues: Reports
Philip Capital said that Jio will realise the benefits of higher ARPU over the next 3 to 6 months
 "Jio tariff hike to benefit sector but pressure on telcos continues: Reports")
RJio tariff hike: Near-term relief for incumbents
Reliance Jio's revision of tariffs which includes a reduction in the validity period is a positive for the telecom sector and will ease some pressure off the incumbents. The company has reduced the validity period of its Rs 399 plan considered its flagship to 70 days from the earlier 84 days and introduced a new plan in its stead at Rs 459 with similar benefits as the Rs 399 plan. The new plan is 15 per cent more expensive than the previous plan. This is the second (upward) revision for Reliance Jio tariffs after it became a paid service from April 1, 2017. The last revision saw the company's effective average revenue per user increase by 35 per cent to about Rs 121. This was over 20 per cent lower than incumbents Q1FY18 ARPU of Rs 134 (Idea) and Rs 158 (Bharti Airtel). The latest hike bridges the gap a bit between Reliance Jio and the incumbents. Analysts say the price revision is a positive trend in the sector helping ease the pressure but may not constitute pricing power. Further ..
 "RJio tariff hike: Near-term relief for incumbents")
