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...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
311 Views
SoftBank - Eyeing a Stake in Every 5G / IoT / M2M Device
Visiting ARM in its temporary offices in Cambridge, you are greeted on the one hand by a very 1980s environment, as the firm takes delivery of a...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors
The launch of Reliance Industries' (RIL IN) Jio at a cost of close to $30bn continues to massively disrupt the Indian telecoms market. The launch...
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