Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.
Vimpelcom (VIP US) is one of our strongest conviction buy calls in the GEM space. We see 39% upside to the share price with a price target of...
255 Views
IDEA and RCOM Fall into Loss as Consolidation Becomes an Imperative.
We have written previously about the attraction of a merger between IDEA (IDEA IN) and Vodafone's (VOD LN) Indian assets. What has focused...
186 Views
Bharti Infratel: Pressure on Costs and ARPUs. Consolidation Will Make This Worse.
Our core thesis on Bharti Infratel (BHIN IN) is that ARPUs will be restricted due to competitive pressures from other tower operators (especially...
184 Views
Indian Telecoms: A Vodafone/Idea Merger Moves Forward. Positive for Market Repair.
The arrival of Jio (owned by Reliance Industries (RIL IN)) in the Indian telecom market has created a seismic shift in how the industry works. It...
194 Views
Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
293 Views