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
Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
190 Views
Jio's Aggression Continues to Pressure Indian Telcos.
The Indian telecom market remains under intense pressure from Jio's entry and drive to build market share. Where we had seen early signs that Jio...
158 Views
India - Grind of Corporate Stress, to Worsen
For some, it’s a slow grind. For others, it's less slow. We tend to focus on the weakest indebted companies in India, those that simply can not...
147 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...
146 Views