Vodafone Idea: Google Now Explores Buying a Stake in Vodafone’s India Business
It was reported by several news media outlets that Google is considering buying a 5% stake in Vodafone Idea (IDEA IN) , the third largest telecom...
356 Views
Bharti Airtel - Promoter Selling so It's Not Going to Fly but It's a Good Long Term Bet
Bharti Telecom, the promoter of Bharti Airtel (BHARTI IN) plans to raise up US$1.1bn via selling a 2.7% stake in Bharti.Given the rough few years...
331 Views
Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
123 Views
How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
111 Views
FAANG Splinters - Weak and Strong Pullback Targets
US big tech is the last pillar of real support in the US and a core driver for the global cycle. Today we delve into the strong horses and the...
293 Views