Securities price 5G midterm plan and carrier performance will not be significantly impact

As the Presidential Acquisition Committee announced that it will expand the 5G plan, there is a burden in the industry.

However, securities prices are not a big concern.

According to the industry on the 2nd, the transition committee has not decided how to diversify the midterm plan, but the introduction of the intermediate plan itself has been visible.

Earlier, on the 28th of last month, the South Ki -Tae -Ki, the Science and Technology Education, and the acquisition committee member, said, “The amount of data usage of the people is increasing rapidly, but the user's choice is limited due to the limited plan operation.” We will diversify users' choices. ”

In the meantime, there have been requests to establish a 5G midterm plan. Last year, in the audit of the government, the ruling and opposition parties demanded the introduction of the intermediate plan to the three telecommunications companies. At the time, the three telecommunications companies replied, "I will consider it."

Various consumer groups such as the Solidarity, the People's Research Institute, and the Korea Consumer Federation have also been demanding the introduction of the 5G midterm plan. In particular, the participation solidarity pointed out that the 5G rate plan is higher than the low price rate, the higher the price per 1GB, so that the 5G plan is higher, so the consumer is forced to select the high price plan..

The three telecommunications companies have not yet reviewed the 5G midterm plan. An official of the industry said, "The introduction of intermediate plans is a burdensome situation in the situation of investing in 5G infrastructure."

Securities prices believe that the introduction of interim planes will not adversely affect earnings. Lee Seung -woong, a researcher at Evest Securities, said, "Some data -free plan subscribers may be departed, but it will be a temporary effect, and it can be accelerated in that the general subscriber's plan is to be accelerated." "We will not be able to defeat the average sales (ARPU) increase per subscriber and will not lead to sluggish performance by carriers."

Choi Nam -gon, a researcher at Yuanta Securities, believes that the introduction of the midterm plan can have a slight negative impact on the ARPU, but it is not a great concern. Choi said, "Since the slowdown in the 5G penetration rate has begun, the mid- and low -priced plan was one of the cards that telecommunications operators touched.".