Bharti Selling Down Bharti Infratel? The Writing Is on the Wall for Indian Towers

Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation

Update on Indian Telco M&A: Vodafone Reported as Looking at IDEA or Possibly Jio as Partners.

Bharti: Jio Worries Overdone. Recovery Continues

Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact

Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition

Differentiated global TMT & Internet Research

New Street Research Insights

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. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p>We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in a data world. Already, we have seen a number of smaller players sell/merge their companies/spectrum holdings. We discussed some of this in the note <a href="https://www.smartkarma.com/insights/bharti-jio-worries-overdone-recovery-continues" target="_blank" data-smartkarma-citation="insights:5285">Bharti: Jio Worries Overdone. Recovery Continues</a>. </p><p>Our core thesis is that ROCE in most emerging markets is bottoming out and shareholders should benefit. We accept that consolidation in Europe has not…</p>

We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in a data world. Already, we have seen a number of smaller players sell/merge their companies/spectrum holdings. We discussed some of this in the note Bharti: Jio Worries Overdone. Recovery Continues. Our core thesis is that ROCE in most emerging markets is bottoming out and shareholders should benefit. We accept that consolidation in Europe has not…

IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.

Vodafone Idea

IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.