Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
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Bharti Infratel Faces an Earnings Air-Pocket but Stock Supported by M&A Speculation.
Since we last wrote about Bharti Infratel (BHIN IN), the stock has had an amazing run and, at one stage, was up 39% at a high of INR479. We have...
159 Views
Light at the End of the Tunnel for Bharti Airtel. 2Q18 Results Suggest a Recovery Is Underway.
Despite seasonality, the impact of Reliance Jio, and the GST changes, Bharti Airtel's (BHARTI IN) 2Q18 results was not as bad as investors feared....
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Thai Mobile: DTAC Revenue Declines Again in 3Q17 as Market Share Falls.
When we last wrote about Thailand it was to note the strong growth in data revenues in Thailand that meant our revenue numbers were too low for the...
177 Views
Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song. Highly Accretive.
Chris Hoare wrote about a potential deal in July whereby Bharti Airtel (BHARTI IN) would buy Tata's mobile assets and some related businesses...
175 Views