Vodafone IDEA, the Gloom Intensifies. Another Capital Raising: Too Little, Too Late?
We have written extensively on the trials and tribulations of the Indian telecom market. Oh how the Birla family must wish they had taken one of...
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Bharti Infratel: Cutting Forecasts as Major Customer Viability in Question.
In our recent note Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection, we looked at the financial stress that the...
550 Views
Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN) is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
786 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...
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China Tower IPO Preview: Feeble Safeguards for Minority Shareholders
China Tower Corp Ltd (1409417D HK) is a tower infrastructure company with a market share of almost 100% in China. According to Bloomberg report,...
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