Jio Platforms IPO: The Investment Case
Jio Platforms, India’s largest digital connectivity player, has filed its DRHP seeking to raise about US$4 billion. In this note, I discuss the...
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Jio Platforms IPO - First Cut
Insight on upcoming IPO of Jio Platforms Ltd, including company profile, shareholders, financial snapshot, and initial comparison with Bharti Airtel.
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Vodafone Idea Ltd- Telco's Debt Bomb Ticking Fast and Louder
Vodafone Idea (IDEA IN) has been under some significant hardships for quite a while. Since the telecom market disruption caused by Reliance Jio,...
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NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
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Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
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