XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
620 Views
DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
572 Views
Thai Wireless: No Spectrum Bidders. NBTC Tries Again but AIS Position Looks to Be Strengthened
As Athaporn Arayasantiparb, CFA noted in his recent Snippets #11: DTAC Says No to 1800MHz?!?, DTAC's refusal to bid in the spectrum auction was a...
293 Views
Bharti Airtel: Retroactive Outlook Revision
Moody’s and S&P reaffirmed the issuer rating and senior unsecured debt ratings of Bharti Airtel Ltd (BHARTI IN) at Baa3/BBB- but revised the...
343 Views
Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
354 Views