VEON, Refinancing a Further Catalyst to a Rising Share Price
We see VEON (VEON US) as a major beneficiary of easing competition in Russian telecoms. But it is more than that with a number of catalysts...
278 Views
Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.
VEON (VEON US) (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen MTS's (MBT...
233 Views
Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.
After slipping 5-6% in the two previous quarters, Bharti's (BHARTI IN) core Indian mobile service revenues recovered slightly in 1Q18, rising 0.8%...
269 Views
Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.
Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to...
241 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...
190 Views