Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN)Â is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
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Indian Telcos Struggle as Jio Gains More Ground. Bharti Doing Relatively Better than IDEA.
The pressure from Jio on the incumbent telecom players in India remains unrelenting. This is seen most clearly in IDEA's (IDEA IN) worsening...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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Bharti Airtel: Disciplined Deleveraging
Bharti Airtel Ltd (BHARTI IN) (Bharti) is in talks with Warburg Pincus to sell a 15% stake in Bharti Airtel International (Netherlands) BV (BAIN),...
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Reliance Communications: Waiting to Exhale
Reliance Communications Ltd (RCOM IN) (RCOM) missed interest payments on its USD300m bonds (RCOMIN 6.5% 6Nov2020s) on 6-November-2017. RCOM was...
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