SoftBank - Eyeing a Stake in Every 5G / IoT / M2M Device
Visiting ARM in its temporary offices in Cambridge, you are greeted on the one hand by a very 1980s environment, as the firm takes delivery of a...
183 Views
Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
187 Views
Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors
The launch of Reliance Industries' (RIL IN) Jio at a cost of close to $30bn continues to massively disrupt the Indian telecoms market. The launch...
166 Views
Tejas Network IPO Review - A Short-Term Bet on the Growth of India's Internet
Tejas Networks Limited (7177549Z IN) is raising about US$120m from its upcoming IPO through the issuance of primary and secondary shares. Proceeds...
341 Views
IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term
India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term...
226 Views