ENTITY
Vodafone Idea

Vodafone Idea (IDEA IN)

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Analysis
Communication ServicesIndia
Vodafone Idea Limited operates as a telecom service provider. The Company offers 2G, 3G, and 4G mobile services, as well as mobile payments, advanced enterprise offerings, and entertainment. Vodafone Idea serves customers in India.
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bullishBharti Airtel
14 Jun 2018 17:16

Jio Pressure Remains Intense on Incumbent Indian Telcos

We wrote recently about the pressure on Vodafone's (VOD LN) Indian subsidiary's merger with  IDEA (IDEA IN). The combined business, assuming the...

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bearishVodafone Idea
05 Jun 2018 16:40

Indian Telecoms. Vodafone/IDEA Squeezed by Jio and Needs to Raise More Capital.

While we recently noted Vodafone's (VOD LN) comments that they had no near term funding issue in India and still had access to bank finance there,...

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bearishVodafone Idea
18 May 2018 15:42

Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious

Our UK team in their recent review of  Vodafone's (VOD LN) recent results and the departure of CEO  Vittorio Calao (solid overall 4Q result and...

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bearishIndus Towers
01 May 2018 06:45

Bharti Infratel: No Premium Merger Announced with Indus Towers. Indian Towers Are Struggling.

The long-awaited deal between Bharti Infratel (BHIN IN), Vodafone India and IDEA (IDEA IN) to merge Indus Towers with Infratel has finally been...

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bullishBharti Airtel
27 Apr 2018 16:08

Bharti Airtel's Resilience Shows as Its Other Businesses (Non-Telco India & Africa) Perform Well.

Into the 4Q18 (March YE) results, some analysts were concerned that Bharti Airtel (BHARTI IN) could report a quarterly loss as the ongoing...

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