Bharti Infratel: No Premium Merger Announced with Indus Towers. Indian Towers Are Struggling.
The long-awaited deal between Bharti Infratel (BHIN IN), Vodafone India and IDEA (IDEA IN) to merge Indus Towers with Infratel has finally been...
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Bharti Airtel's Resilience Shows as Its Other Businesses (Non-Telco India & Africa) Perform Well.
Into the 4Q18 (March YE) results, some analysts were concerned that Bharti Airtel (BHARTI IN) could report a quarterly loss as the ongoing...
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Friday Musings: Is Jio Mobilising to Disrupt Direct-To-Home Services Next?
With a number of reports on Jio's (Reliance Industries Ltd (RIL IN) ) tentative entry into the TV content distribution sector, we decided to look...
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Bharti Airtel: One of the Final Fours
We initiate our coverage on Bharti Airtel Ltd (BHARTI IN) (Bharti) with an OVERWEIGHT recommendation on the BHARTI complex which reflects...
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Bharti Infratel Vulnerable to Further Telecom Consolidation. A Two Player Market Would Be Painful.
Following Chris Hoare's recent work on whether we should consider a two player Indian telecom market, he has also looked at the implications for...
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