Bharti Infratel Vulnerable to Further Telecom Consolidation. A Two Player Market Would Be Painful.
Following Chris Hoare's recent work on whether we should consider a two player Indian telecom market, he has also looked at the implications for...
333 Views
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
377 Views
American Tower Guides for Weakness in India. Negative Read Across to Bharti Infratel
At American Tower's (AMT US)Â recent 4Q17 results presentation, they issued guidance for their Indian towers business and the impact of customer...
322 Views
Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
480 Views
Bharti Infratel Affected by Rapid Telecom Consolidation. Air-Pocket Hit.
When Chris Hoare last wrote about Bharti Infratel (BHIN IN) in November 2017, the stock had had a great run on M&A speculation peaking at a...
263 Views