As Jio Gears Up To Disrupt Wired Broadband Segment Is Privatisation Of BSNL Finally On The Cards?
Jio's Enterprise Services and Fibre-Optic Internet to Disrupt Wired Broadband ServicesAfter disrupting the wireless broadband segment, Jio is now...
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IDEA Raising Capital Ahead of Vodafone Merger in Face of Fierce Competition from JIO
Facing intense competition in the market led by JIO's entry, IDEA (IDEA IN) has opted to raise capital to strengthen its balance sheet. In the past...
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Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
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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...
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