bearish
Bharti Selling Down Bharti Infratel? The Writing Is on the Wall for Indian Towers
214 Views08 Nov 2016 17:44
In our recent note on Indian telecoms consolidation, and the possibility of a merger of Vodafone's (VOD LN) Indian business with IDEA (IDEA IN) ,...
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- Bharti Infratel: Costs Rising. Telco Towers Will Struggle as Industry Consolidation Occurs15 May 2017
- India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation14 Mar 2017
- Bharti Infratel: Pressure on Costs and ARPUs. Consolidation Will Make This Worse.08 Feb 2017
- IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.30 Aug 2016
- Bharti: Jio Worries Overdone. Recovery Continues17 Aug 2016
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