The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Vodafone Idea: Google Now Explores Buying a Stake in Vodafone’s India Business
It was reported by several news media outlets that Google is considering buying a 5% stake in Vodafone Idea (IDEA IN) , the third largest telecom...
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SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti
This morning Singtel (ST SP) announced its FY20 (Mar-Y/E) results. The key takeaways were: A 2% decline in operating revenue of S$16.54bn. 4Q20...
534 Views
Bharti Airtel - Promoter Selling so It's Not Going to Fly but It's a Good Long Term Bet
Bharti Telecom, the promoter of Bharti Airtel (BHARTI IN) plans to raise up US$1.1bn via selling a 2.7% stake in Bharti.Given the rough few years...
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Bharti Airtel (BHARTI IN) | Your New Consumer Staple?
A blockbuster Q4 and industry-leading operating parameters further strengthen our stance on Bharti Airtel (BHARTI IN) as a prefered Indian telecom...
211 Views