Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors

Indian Telcos May Be past the Earnings Trough. Outlook Positive for Bharti.

Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.

IDEA: Merger Synergies with Vodafone Would Create Blue Sky Appeal

India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.

Jio Infra: Ready for Next-Gen Mobile Networks

Indian Cab Market: Aggregation May Not Be the Key to Success

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New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Equity Bottom-Up

<p>India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term prospects for <a href="https://www.smartkarma.com/entities/15678" target="_blank" data-smartkarma-citation="entities:15678:1">IDEA (IDEA IN)</a>/Vodafone post merger, we are increasingly concerned about both operators' ability to retain market share in the next 12-18 months prior to the merger completion. Lack of data capacity (particularly 4G capacity) puts IDEA, and to a lesser extent, Vodafone, at a significant disadvantage to <a href="https://www.smartkarma.com/entities/953" target="_blank" data-smartkarma-citation="entities:953:1">Bharti Airtel (BHARTI IN)</a> in the…</p>

India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term prospects for IDEA (IDEA IN)/Vodafone post merger, we are increasingly concerned about both operators' ability to retain market share in the next 12-18 months prior to the merger completion. Lack of data capacity (particularly 4G capacity) puts IDEA, and to a lesser extent, Vodafone, at a significant disadvantage to Bharti Airtel (BHARTI IN) in the…

IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term

Vodafone Idea

IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term