Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact
The Central Bank of Nigeria finally agreed to devalue the Naira and move to a āpurely market-drivenā currency system from Monday (20th June). There...
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Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition
We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remainsĀ Bharti Airtel (Bharti) but we...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications LimitedĀ (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
333 Views
Bharti Airtel: Benefiting from Scale
After a weak 3Q16, Bharti Airtel LtdĀ (Bharti) posted strong numbers for 4Q16. Ā Growth (revenue and Ebitda) accelerated faster than expected, with...
312 Views
Bharti Infratel: Margin Improvement Not Enough to Change Our Bearish View.
After a weak 3Q16 commented on in Bharti Infratel: Margin Squeeze Coming?Ā the latest 4Q16 numbers from Bharti Airtel LtdĀ (BHIN) showed an...
334 Views