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%...
268 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...
239 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...
217 Views
Bharti Infratel: Costs Rising. Telco Towers Will Struggle as Industry Consolidation Occurs
Bharti Infratel (BHIN IN) recently reported 4Q17 numbers (March). They show what looks like good revenue progression and profitability with...
191 Views
India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
171 Views