Axiata More Upbeat at Analyst Day as Key Subsidiaries Improve.
We met Axiata (AXIATA MK) recently at an Analyst Day in Kuala Lumpur. The tone was quite different from the past couple of years and was decidedly...
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Bharti Infratel Faces an Earnings Air-Pocket but Stock Supported by M&A Speculation.
Since we last wrote about Bharti Infratel (BHIN IN), the stock has had an amazing run and, at one stage, was up 39% at a high of INR479. We have...
164 Views
Light at the End of the Tunnel for Bharti Airtel. 2Q18 Results Suggest a Recovery Is Underway.
Despite seasonality, the impact of Reliance Jio, and the GST changes, Bharti Airtel's (BHARTI IN) 2Q18 results was not as bad as investors feared....
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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...
181 Views