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...
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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
Bharti Infratel: Margin Squeeze Coming?
We note thatĀ Bharti Infratel LtdĀ (Infratel) reported disappointing growth and margins despite a rising tower sharing factor. While evidence remains...
310 Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
446 Views