IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term
India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term...
218 Views
High Subscription Fees and Poor Content Library Leave Netflix India Far Behind the Competition
As the competition heats up between telecom companies in India, VOD (video on demand) providers like Netflix, Hotstar and Amazon Prime Video have...
154 Views
Bharti Infratel: Costs Rising. Telco Towers Will Struggle as Industry Consolidation Occurs
Bharti Infratel (BHIN IN) recently reported 4Q17 numbers (March). They show what looks like good revenue progression and profitability with...
191 Views
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
223 Views
SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia
With TPG (TPM AU) the surprise winner of the residual 700MHz spectrum auction in Australia, the game has changed somewhat in the Australian market....
221 Views