Bharti Infratel: Costs Rising. Telco Towers Will Struggle as Industry Consolidation Occurs
Bharti Infratel (BHIN IN) recently reported 4Q17 numbers (March). They show what looks like good revenue progression and profitability with...
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India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
182 Views
Most Popular and Unpopular Sectors in Asia over the Last Two Weeks...
We track the number of Upgrades / Downgrades through Asia at both the Sector, Country and Company levels to identify trends in Analyst sentiment....
396 Views
India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
215 Views
Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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