Indian Mobile Internet Industry: Last Mover Advantage to Reliance Jio?
"They (Jio) are offering a free year of service to buyers of new iPhones" Tim CookIn simple terms, Jio is the largest start-up in the world. Within...
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Bharti Infratel: Pressure on Costs and ARPUs. Consolidation Will Make This Worse.
Our core thesis on Bharti Infratel (BHIN IN) is that ARPUs will be restricted due to competitive pressures from other tower operators (especially...
194 Views
IDEA: Merger Synergies with Vodafone Would Create Blue Sky Appeal
We wrote about the merger discussions between Vodafone (VOD LN) and IDEA (IDEA IN) recently in Indian Telecoms: A Vodafone/Idea Merger Moves...
278 Views
Indian Telecoms: A Vodafone/Idea Merger Moves Forward. Positive for Market Repair.
The arrival of Jio (owned by Reliance Industries (RIL IN)) in the Indian telecom market has created a seismic shift in how the industry works. It...
199 Views
Update on Indian Telco M&A: Vodafone Reported as Looking at IDEA or Possibly Jio as Partners.
We have seen rumors of a Vodafone (VOD LN) deal in India re-emerging in the New Year. We discussed this in IDEA/Vodafone Courtship: A New No1 in...
177 Views