Bharti Infratel: Cutting Forecasts as Major Customer Viability in Question.
In our recent note Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection, we looked at the financial stress that the...
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Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN) is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
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Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Malaysian Telcos. 2Q18 Was a Good Quarter for Mobile Operators. But Can It Last?
We wrote recently following DIGI's (DIGI MK) good 2Q result. With the other results in, Malaysian mobile operators showed further evidence of...
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