Reliance Industries Has Initiated a New Price War in Telecom, The Implications for the Stock
Reliance is getting more ambitious with its telecom business, JioReliance Industries Ltd (RIL IN) had its 40th Annual General Meeting (AGM) on...
371 Views
Indian Telcos May Be past the Earnings Trough. Outlook Positive for Bharti.
The Indian telecoms market is consolidating around 3 players. We see this as fundamentally good for the survivors. We look at how the market may...
194 Views
Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors
The launch of Reliance Industries' (RIL IN) Jio at a cost of close to $30bn continues to massively disrupt the Indian telecoms market. The launch...
158 Views
IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term
India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term...
225 Views
As Jio's Speed Stabilises It Looks for Ways to Attract High ARPU Customers
Stabilising Speeds a Sign of Jio’s Infrastructure Investment Paying off? We had stated in an earlier report (Jio Infra: Ready for Next-Gen Mobile...
197 Views