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...
181 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...
146 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...
171 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...
190 Views
Jio's Aggression Continues to Pressure Indian Telcos.
The Indian telecom market remains under intense pressure from Jio's entry and drive to build market share. Where we had seen early signs that Jio...
158 Views