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...
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Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
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HDFC Bank: Finding the Next Jindal Steel & Power
Corporate malaise is the reality in India. This is clear in corporate financial analysis, with high debt/EBITDA and low interest coverage. The...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
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