Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact
The Central Bank of Nigeria finally agreed to devalue the Naira and move to a ‘purely market-driven’ currency system from Monday (20th June). There...
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Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition
We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains Bharti Airtel (Bharti) but we...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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Bharti Airtel: Benefiting from Scale
After a weak 3Q16, Bharti Airtel Ltd (Bharti) posted strong numbers for 4Q16. Growth (revenue and Ebitda) accelerated faster than expected, with...
186 Views
Bharti Infratel: Margin Improvement Not Enough to Change Our Bearish View.
After a weak 3Q16 commented on in Bharti Infratel: Margin Squeeze Coming? the latest 4Q16 numbers from Bharti Airtel Ltd (BHIN) showed an...
195 Views