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...
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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...
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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...
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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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