Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
411 Views
Bharti Airtel Buy on Short Lived Breach Below Support
Bharti Airtel (BHARTI IN) corrective cycle does not appear complete with risk of a final spike lower below key pivot support. It is this crack...
269 Views
Singtel's Weak 3Q18 Results but Dividend Looks Sustainable and Long Term Upside from Associates
Singtel (ST SP) recent 3Q18 results were relatively lackluster. Singapore revenue trends were encouraging, but EBITDA remains under pressure esp in...
820 Views
Bharti Airtel - Performance Is Inflecting at Last. Vodafone IDEA, Not so Much.
Bharti Airtel's (BHARTI IN) recnt 3Q19 results hold out a glimmer of hope for the sector. After a precipitous decline in margins and returns since...
850 Views
Indian Telcos: What Not to Expect in 2019
Predictions for Indian mobile in 2019 are likely to be as much about what won’t happen as what will! In summary, we do not expect Jio to lift...
517 Views