Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious
Our UK team in their recent review of Vodafone's (VOD LN) recent results and the departure of CEO Vittorio Calao (solid overall 4Q result and...
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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...
181 Views
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...
171 Views
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
192 Views
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...
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