Cellnex (CLNX SM): Fundamental Briefing for Those Trading the Current Rights Issue
On 8 October, Cellnex Telecom Sau (CLNX SM) announced a major acquisition and also announced a rights issue with a dilution of c. 22.5% and...
750 Views
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...
526 Views
Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
600 Views
China Tower Corp:Â Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
949 Views
Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
515 Views