Jio's Aggression Continues to Pressure Indian Telcos.
The Indian telecom market remains under intense pressure from Jio's entry and drive to build market share. Where we had seen early signs that Jio...
158 Views
American Tower Guides for Weakness in India. Negative Read Across to Bharti Infratel
At American Tower's (AMT US) recent 4Q17 results presentation, they issued guidance for their Indian towers business and the impact of customer...
146 Views
Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
210 Views
India On-The-Ground: Why Everyone Loves to Hate ADANI Group, Solid Reasons or Poor Image Management?
In last two decades in India, Adani Group has been one of the most successful business houses and also easily, the most controversial one. The...
246 Views
Bharti Infratel Affected by Rapid Telecom Consolidation. Air-Pocket Hit.
When Chris Hoare last wrote about Bharti Infratel (BHIN IN) in November 2017, the stock had had a great run on M&A speculation peaking at a...
141 Views