Indian Telecoms. Vodafone/IDEA Squeezed by Jio and Needs to Raise More Capital.

Jio Pressure Remains Intense on Incumbent Indian Telcos

Indian Telcos Struggle as Jio Gains More Ground. Bharti Doing Relatively Better than IDEA.

Jio's Aggression Continues to Pressure Indian Telcos.

Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?

IDEA Raising Capital Ahead of Vodafone Merger in Face of Fierce Competition from JIO

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Equity Bottom-Up

<p>Our UK team in their recent review of  <a href="https://www.smartkarma.com/entities/22204" target="_blank" data-smartkarma-citation="entities:22204:1">Vodafone's (VOD LN)</a> recent results and the departure of CEO  Vittorio Calao (solid overall 4Q result and reasonable guidance) also looked at India, where Vodafone India prepares to merge with <a href="https://www.smartkarma.com/entities/15678" target="_blank" data-smartkarma-citation="entities:15678:1">IDEA (IDEA IN)</a>.</p><p>Vodafone no longer consolidates India ahead of the merger, so it has probably slipped off investor radar screens. What is clear is that the underlying trends remain very challenging, with Jio recently announcing a further round of price reductions and…</p>

Our UK team in their recent review of  Vodafone's (VOD LN) recent results and the departure of CEO  Vittorio Calao (solid overall 4Q result and reasonable guidance) also looked at India, where Vodafone India prepares to merge with IDEA (IDEA IN).Vodafone no longer consolidates India ahead of the merger, so it has probably slipped off investor radar screens. What is clear is that the underlying trends remain very challenging, with Jio recently announcing a further round of price reductions and…

Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious

Vodafone Idea

Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious