Bharti Singtel Possible Selldown/Holdco Trade - Singtel Appears to Be Ready for Cashing in US$1-2bn
Various recent media reports have indicated that Singtel aims to sell 2-4% of its stake in Bharti Airtel. In this note, we talk about the possible...
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BHP Unification A Done Deal - Now for the BIG FLOWS
BHP Unification is now decided. The flows are mostly known. But they are big. The more interesting flows may be on the funding trade in AU to sell...
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Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
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Helios Towers IPO (Part II): Attractive at the Lower End of the IPO Range
Helios Towers Ltd (HET UK) (HT) is a leading independent mobile tower operator in Africa. HT has filed for an IPO in the London Stock Exchange...
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Bharti Airtel: Attractive Valuation on IPO Galore
Since our last note (Bharti Airtel: Saved by Africa ) dated 26-October-2018 on Bharti Airtel (BHARTI IN) (Bharti), BHARTI complex has performed...
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