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...
203 Views
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...
233 Views
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...
198 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...
208 Views