Last Week in Event SPACE – SK Holdings, Sharp, Bharti, Rusal
This week, SK Holdings Co Ltd (034730 KS)'s unexpected bond issuance adumbrates SK Group's restructuring; Sharp Corp (6753 JP) could get squeezy...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song. Highly Accretive.
Chris Hoare wrote about a potential deal in July whereby Bharti Airtel (BHARTI IN) would buy Tata's mobile assets and some related businesses...
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Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.
VEON (VEON US) (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen MTS's (MBT...
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Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.
After slipping 5-6% in the two previous quarters, Bharti's (BHARTI IN) core Indian mobile service revenues recovered slightly in 1Q18, rising 0.8%...
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