Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation
Vodafone (VOD LN) reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in Q1), and 1H...
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Bharti Selling Down Bharti Infratel? The Writing Is on the Wall for Indian Towers
In our recent note on Indian telecoms consolidation, and the possibility of a merger of Vodafone's (VOD LN) Indian business with IDEA (IDEA IN) ,...
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Bharti's Margins Continue to Improve. IDEA, Not so Good.
We have a preference in the Indian telecoms market for Bharti Airtel (BHARTI IN) over its peers. Our concerns have been discussed previously but...
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Event Update: Grasim/AB Nuvo Merger
We wrote a report on the Grasim and AB Nuvo merger on 27th September 2016 where we stated that post the correction in the price of the two...
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India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.
We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high...
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