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...
756 Views
Indian Mobile - ARPUs Inflect as the Worst May Be over for Bharti, Although Not for Vodafone IDEA
Chris Hoare sees increasing signs that the worst is over, at least for Bharti Airtel (BHARTI IN). ARPUs and therefore revenues are bottoming. The...
1.1k Views
Vodafone Idea Needs a 55% Price Increase to Return to Viability
Underlying profitability continues to deteriorate at Vodafone Idea (IDEA IN) (IDEA). Chris Hoare has updated his liquidity analysis, and estimates...
710 Views
Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
523 Views
Indian Telcos: What Not to Expect in 2019
Predictions for Indian mobile in 2019 are likely to be as much about what won’t happen as what will! In summary, we do not expect Jio to lift...
662 Views