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
5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
329 Views
What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
198 Views