Reliance Jio Launch: Well Begun Is Half Done. Could Displace Idea from #3 Spot
Reliance Jio was commercially launched on 1st September and expectedly offered enticing plans with free voice callsĀ for lifetime and high-volume...
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IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.
We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in...
322 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
936 Views
Bharti Infratel: The Squeeze Is Here
When we wrote about Bharti InfratelĀ (BHIN) in February there was considerable push back on theĀ idea that margins wouldĀ be squeezed. We believe the...
367 Views
Bharti Infratel: Margin Improvement Not Enough to Change Our Bearish View.
After a weak 3Q16 commented on in Bharti Infratel: Margin Squeeze Coming?Ā the latest 4Q16 numbers from Bharti Airtel LtdĀ (BHIN) showed an...
323 Views