Vodafone Idea Ltd- Telco's Debt Bomb Ticking Fast and Louder
Vodafone Idea (IDEA IN) has been under some significant hardships for quite a while. Since the telecom market disruption caused by Reliance Jio,...
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US Banks – Below The Headlines
Citigroup Inc (C US)'s surge of corporate non-accrual loans in North America is not what most will focus on for sure. But we believe it is critical...
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(Mostly) Asia M&A: December 2019 Roundup
For the month of December, 11 new deals were discussed on Smartkarma with an overall announced deal size of ~US$27bn. Clicking on the company...
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Blue Bird (BIRD): Short Term Dislocation
Bluebird share price has gone up 30% in the past week before the announcements that Gojek plans to invest up to 5% of the company's companies...
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Deutsche Bank - When Will This Old Nag Be Put Down?
*Delays and inefficiency in restructuring execution.* Inability to meet strategic targets will have an adverse impact.* Continued deterioration in...
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