The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
290 Views
Indian Telecom Market Repair Underway
Indian telcos have been hurt by continued speculation about the new entry from Reliance Jio (Jio). We think these concerns are overdone and prefer...
225 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
321 Views
Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
259 Views
Bharti is slated to benefit from market consolidation and increasing data usage in India
Bharti offers investors exposure to a fast-growing telecom business with more than 330 million subscribers in emerging markets in South Asia and...
242 Views