India - Grind of Corporate Stress, to Worsen
For some, it’s a slow grind. For others, it's less slow. We tend to focus on the weakest indebted companies in India, those that simply can not...
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American Tower Guides for Weakness in India. Negative Read Across to Bharti Infratel
At American Tower's (AMT US) recent 4Q17 results presentation, they issued guidance for their Indian towers business and the impact of customer...
133 Views
Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
227 Views
India On-The-Ground: Why Everyone Loves to Hate ADANI Group, Solid Reasons or Poor Image Management?
In last two decades in India, Adani Group has been one of the most successful business houses and also easily, the most controversial one. The...
235 Views
Bharti Infratel Affected by Rapid Telecom Consolidation. Air-Pocket Hit.
When Chris Hoare last wrote about Bharti Infratel (BHIN IN) in November 2017, the stock had had a great run on M&A speculation peaking at a...
128 Views