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...
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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...
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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...
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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...
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Bharti Infratel Faces an Earnings Air-Pocket but Stock Supported by M&A Speculation.
Since we last wrote about Bharti Infratel (BHIN IN), the stock has had an amazing run and, at one stage, was up 39% at a high of INR479. We have...
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