Bharti Airtel: Benefiting from Scale
After a weak 3Q16, Bharti Airtel Ltd (Bharti) posted strong numbers for 4Q16. Growth (revenue and Ebitda) accelerated faster than expected, with...
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Indian Telcos: A Mixed Bag Ahead of Jio Launch
The release of 3Q numbers for the major Indian operators concluded with Bharti Airtel Ltd (Bharti) on Thursday. Reported earnings have been weaker...
217 Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
290 Views
Indian Telecom Market Repair Underway
Indian telcos have been hurt by continued speculation about the new entry from Reliance Jio (Jio). We think these concerns are overdone and prefer...
226 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
322 Views