Indian Telcos Struggle as Jio Gains More Ground. Bharti Doing Relatively Better than IDEA.
The pressure from Jio on the incumbent telecom players in India remains unrelenting. This is seen most clearly in IDEA's (IDEA IN) worsening...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Asian Telecom Tower Trends: Indonesia Is Bottoming but India Is Set to Worsen.
Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT...
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SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.
SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies....
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