Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.
After slipping 5-6% in the two previous quarters, Bharti's (BHARTI IN) core Indian mobile service revenues recovered slightly in 1Q18, rising 0.8%...
363 Views
Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.
Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to...
369 Views
Indian Telcos May Be past the Earnings Trough. Outlook Positive for Bharti.
The Indian telecoms market is consolidating around 3 players. We see this as fundamentally good for the survivors. We look at how the market may...
315 Views
DTAC's Plan B: 2300MHz Spectrum JV with TOT
Tempest in a Teacup. Since we bought the stock, DTAC's already up 18%, so we could technically walk away. Yet, we are still happy holders. The...
415 Views
India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
289 Views