Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Bharti Infratel: The Squeeze Is Here
When we wrote about Bharti InfratelĀ (BHIN) in February there was considerable push back on theĀ idea that margins wouldĀ be squeezed. We believe the...
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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...
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