PhillipCapital tells you which telcos may be hit by a higher SUC

The Telecom Commission has proposed to go ahead with its earlier recommendation of determining the spectrum usage charge as per a weighted-average formula. It is believed that such a proposal if it is ratified will impact a few telecom players which are now paying less than the 3 percent that the Telecom Commission is recommending.Speaking to CNBC-TV18 Naveen Kulkarni of PhillipCapital said that the impact on Idea Cellular will be limited. Idea Cellular doesn't have spectrum in the 2300 MHz band, and hence it will be little impacted, says Kulkarni. He did say that Reliance Jio might feel a pinch, but only a tad. "The impact on Jio isn't going to be signficant, though," he said. 
He also spoke on sector earnings. Earnings from the sector for the first quarter should be okay, he said. He thinks voice volumes should be normal for Bharti Airtel and Idea. This quarter should be good fo Bharti and Idea. He has buy recommendations on both these telecom players.For entire interview, watch accompanying video.