IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.
We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in...
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Long AMT (American Tower) Jan '17 100-Strike Puts at $1.70
The company is the largest owner of wireless and broadcast communication towers (100,000 sites globally). The stock has become a proxy for interest...
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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 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...
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Bharti Infratel: Margin Squeeze Coming?
We note thatĀ Bharti Infratel LtdĀ (Infratel) reported disappointing growth and margins despite a rising tower sharing factor. While evidence remains...
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