The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
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Bharti: Jio Worries Overdone. Recovery Continues
Jio has built a huge amount of wireless capacity in an Indian context, but India is a very large country, with thin incumbent networks. If Jio...
222 Views
Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
206 Views
EU Regulatory Changes Make Telecom M&A More Difficult
Herfindahl index may provide clues to which deals are approved; regardless of outcomes, we prefer Telefonica. While the EU regulator's non-approval...
222 Views
Indian Telcos: A Mixed Bag Ahead of Jio Launch
The release of 3Q numbers for the major Indian operators concluded with Bharti Airtel Ltd (Bharti) on Thursday. Reported earnings have been weaker...
217 Views