Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
523 Views
Indian Telcos: What Not to Expect in 2019
Predictions for Indian mobile in 2019 are likely to be as much about what won’t happen as what will! In summary, we do not expect Jio to lift...
661 Views
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...
815 Views
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...
487 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
719 Views