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Indus Towers (INDUSTOW IN)
Watchlist
101
Analysis
Communication Services
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India
Indus Towers Limited is a telecommunication infrastructure company. The company operates and provides telecommunication tower and related infrastructure services in India. Indus Towers serves customers in India.
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bullish
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Bharti Airtel
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27 Apr 2018 16:08
Bharti Airtel's Resilience Shows as Its Other Businesses (Non-Telco India & Africa) Perform Well.
Into the 4Q18 (March YE) results, some analysts were concerned that Bharti Airtel (BHARTI IN) could report a quarterly loss as the ongoing...
New Street Research
133 Views
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bearish
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Indus Towers
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06 Apr 2018 14:34
Bharti Infratel Vulnerable to Further Telecom Consolidation. A Two Player Market Would Be Painful.
Following Chris Hoare's recent work on whether we should consider a two player Indian telecom market, he has also looked at the implications for...
New Street Research
159 Views
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bearish
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Globe Telecom
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05 Apr 2018 11:56
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
New Street Research
182 Views
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bearish
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Indus Towers
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07 Mar 2018 15:53
American Tower Guides for Weakness in India. Negative Read Across to Bharti Infratel
At American Tower's (AMT US) recent 4Q17 results presentation, they issued guidance for their Indian towers business and the impact of customer...
New Street Research
133 Views
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bullish
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Sarana Menara Nusantara
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01 Feb 2018 13:26
Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
New Street Research
310 Views
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