NIFTY 50 Rebalance Preview - Saying No to YES
The Nifty 50 is the flagship index of the National Stock Exchange of India (NSE). The index has 50 stocks and is a free float weighted market cap...
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Bharti Airtel (BHARTI IN) | The Last One Standing
In this Insight, we present some of the key catalysts that argue for a Buy on Bharti Airtel (BHARTI IN) in spite of a sharp rally post Q2 and AGR...
718 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
579 Views
Indonesian Towercos: Slightly Disappointing Recent Results Do Not Derail the Positive Story
The Indonesian telecom tower market is the market that most closely resembles the super-powered US Tower market. While New Street Research has...
571 Views
Bharti Infratel: Some Improvements but Stock Price Hit on Weak Underlying Numbers
Bharti Infratel (BHIN IN) reported a mixed set of 4Q results (March 2019). The headline numbers show some improvement, but there was no real...
620 Views