Bharti Infratel Affected by Rapid Telecom Consolidation. Air-Pocket Hit.
When Chris Hoare last wrote about Bharti Infratel (BHIN IN) in November 2017, the stock had had a great run on M&A speculation peaking at a...
211 Views
As Jio Gears Up To Disrupt Wired Broadband Segment Is Privatisation Of BSNL Finally On The Cards?
Jio's Enterprise Services and Fibre-Optic Internet to Disrupt Wired Broadband ServicesAfter disrupting the wireless broadband segment, Jio is now...
210 Views
IDEA Raising Capital Ahead of Vodafone Merger in Face of Fierce Competition from JIO
Facing intense competition in the market led by JIO's entry, IDEA (IDEA IN) has opted to raise capital to strengthen its balance sheet. In the past...
317 Views
Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
236 Views
Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
274 Views