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...
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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...
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VEON, Refinancing a Further Catalyst to a Rising Share Price
We see VEON (VEON US) as a major beneficiary of easing competition in Russian telecoms. But it is more than that with a number of catalysts...
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Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.
VEON (VEON US) (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen MTS's (MBT...
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Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.
After slipping 5-6% in the two previous quarters, Bharti's (BHARTI IN) core Indian mobile service revenues recovered slightly in 1Q18, rising 0.8%...
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