Indian Wireless. A Three Player Market by March. Bharti Airtel a Big Winner
Chris Hoare wrote recently about Bharti Airtel (BHARTI IN) acquiring Tata's mobile assets in Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song....
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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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IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term
India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term...
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Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
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India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
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