Indian Wireless. A Three Player Market by March. Bharti Airtel a Big Winner

Has The Tata Juggernaut Resumed Rolling? – Part 1

Light at the End of the Tunnel for Bharti Airtel. 2Q18 Results Suggest a Recovery Is Underway.

Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.

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

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

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<p><a href="https://www.smartkarma.com/profiles/1917" target="_blank" data-smartkarma-citation="accounts:1917">Chris Hoare</a> wrote about a potential deal in July whereby <a href="https://www.smartkarma.com/entities/953" target="_blank" data-smartkarma-citation="entities:953:1">Bharti Airtel (BHARTI IN)</a> would buy Tata's mobile assets and some related businesses exchange for taking a $5bn debt off Tata's hands. In the end a much simpler deal was done with Bharti acquiring just the Tata Mobile business, taking the staff, some spectrum liabilities and other ongoing spending but none of the debt. </p><p>Back in July, we identified synergies for the mobile assets alone to have an NPV of around $1.9bn. We looked at the…</p>

Chris Hoare wrote about a potential deal in July whereby Bharti Airtel (BHARTI IN) would buy Tata's mobile assets and some related businesses exchange for taking a $5bn debt off Tata's hands. In the end a much simpler deal was done with Bharti acquiring just the Tata Mobile business, taking the staff, some spectrum liabilities and other ongoing spending but none of the debt. Back in July, we identified synergies for the mobile assets alone to have an NPV of around $1.9bn. We looked at the…

Tata Teleservices (Maharashtra) (TTLS IN)

Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song. Highly Accretive.