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...
136 Views
IDEA Raising Capital Ahead of Vodafone Merger in Face of Fierce Competition from JIO
Facing intense competition in the market led by JIO's entry, IDEA (IDEA IN) has opted to raise capital to strengthen its balance sheet. In the past...
180 Views
Bharti Infratel Faces an Earnings Air-Pocket but Stock Supported by M&A Speculation.
Since we last wrote about Bharti Infratel (BHIN IN), the stock has had an amazing run and, at one stage, was up 39% at a high of INR479. We have...
161 Views
Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.
Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to...
243 Views
India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
175 Views