Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious
Our UK team in their recent review of Vodafone's (VOD LN) recent results and the departure of CEO Vittorio Calao (solid overall 4Q result and...
121 Views
Bharti Infratel: No Premium Merger Announced with Indus Towers. Indian Towers Are Struggling.
The long-awaited deal between Bharti Infratel (BHIN IN), Vodafone India and IDEA (IDEA IN) to merge Indus Towers with Infratel has finally been...
167 Views
Bharti Airtel's Resilience Shows as Its Other Businesses (Non-Telco India & Africa) Perform Well.
Into the 4Q18 (March YE) results, some analysts were concerned that Bharti Airtel (BHARTI IN) could report a quarterly loss as the ongoing...
130 Views
Bharti Infratel Vulnerable to Further Telecom Consolidation. A Two Player Market Would Be Painful.
Following Chris Hoare's recent work on whether we should consider a two player Indian telecom market, he has also looked at the implications for...
157 Views
Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
170 Views