Bharti Infratel: Margin Improvement Not Enough to Change Our Bearish View.
After a weak 3Q16 commented on in Bharti Infratel: Margin Squeeze Coming? the latest 4Q16 numbers from Bharti Airtel Ltd (BHIN) showed an...
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Bharti Infratel: Margin Squeeze Coming?
We note that Bharti Infratel Ltd (Infratel) reported disappointing growth and margins despite a rising tower sharing factor. While evidence remains...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
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