Telenor Purchase of Axiata's Regional Assets: Good for Norway, Not so for Axiata
On 6th May, Telenor Asia and Axiata Group (AXIATA MK) announced that Telenor will acquire Axiata in an all-share deal that will leave Telenor with...
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Bharti Infratel: Some Improvements but Stock Price Hit on Weak Underlying Numbers
Bharti Infratel (BHIN IN) reported a mixed set of 4Q results (March 2019). The headline numbers show some improvement, but there was no real...
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Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
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Indian Mobile - ARPUs Inflect as the Worst May Be over for Bharti, Although Not for Vodafone IDEA
Chris Hoare sees increasing signs that the worst is over, at least for Bharti Airtel (BHARTI IN). ARPUs and therefore revenues are bottoming. The...
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Vodafone Idea Needs a 55% Price Increase to Return to Viability
Underlying profitability continues to deteriorate at Vodafone Idea (IDEA IN) (IDEA). Chris Hoare has updated his liquidity analysis, and estimates...
570 Views