Bharti, IDEA and Jio Show Limited Interest in India's Current Spectrum Auction

India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.

Bharti's Margins Continue to Improve. IDEA, Not so Good.

Indian Telecoms: Jio Has Arrived. Will It Succeed?

Jio Launches 4G in India. Will Bharti Be Hit?

Bharti: Jio Worries Overdone. Recovery Continues

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Equity Bottom-Up

<p>In the past few weeks, <a href="https://www.smartkarma.com/entities/198" target="_blank" data-smartkarma-citation="entities:198:1">Reliance Industries' (RIL IN)</a> Jio has launched to much fanfare. Once the initial headlines died down it is pretty clear there are issues with the launch, not least being the incumbent operators dragging their feet on interconnect. There are also issues within Jio in terms of line speed, voice quality, poor service etc. Over time we do see Jio carving out a significant market share but some of the stories suggest less disruption than originally feared. The lack of pricing…</p>

In the past few weeks, Reliance Industries' (RIL IN) Jio has launched to much fanfare. Once the initial headlines died down it is pretty clear there are issues with the launch, not least being the incumbent operators dragging their feet on interconnect. There are also issues within Jio in terms of line speed, voice quality, poor service etc. Over time we do see Jio carving out a significant market share but some of the stories suggest less disruption than originally feared. The lack of pricing…

Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position

Bharti Airtel

Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position