Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
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HDFC Bank: Finding the Next Jindal Steel & Power
Corporate malaise is the reality in India. This is clear in corporate financial analysis, with high debt/EBITDA and low interest coverage. The...
476 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
158 Views
Singapore Telcos: Buckling Down Ahead of New Entrant.
With all three Singapore operators having reported 3Q numbers, there has been a small improvements in negative trends with mobile service revenue...
165 Views
SingTel Keeping Most of the Netlink Trust Proceeds; FVE Down to SGD 3.55, Mainly on Currency
We lower our fair value estimate for SingTel to SGD 3.55 from SGD 3.65 per share following the release of broadly in-line second-quarter fiscal...
174 Views