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...
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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...
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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...
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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...
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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...
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