Bharti Infratel: Costs Rising. Telco Towers Will Struggle as Industry Consolidation Occurs
Bharti Infratel (BHIN IN) recently reported 4Q17 numbers (March). They show what looks like good revenue progression and profitability with...
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Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
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Payment Banks Emerge as Financial Inclusion Becomes Need of the Hour in India
Compulsion for Financial Inclusion in IndiaIn India, the GINI coefficient in rural areas rose to 0.28 in 2011-12 from 0.26 in 2004-05 and rose...
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India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
182 Views
India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
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