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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Developers Showing Keen Interest in Two Land Sites
With all the market talk about developers taking a pause before making land bids, two Urban Redevelopment Authority (URA) land sites under the...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Bharti Hexacom IPO Trading - Strong Insti and Anchor, Retail Gave It a Miss
Government of India raised around US$513m via selling some of its stake in Bharti Hexacom's IPO. In this note, we talk about the demand and trading...
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Bharti Hexacom IPO - Unexciting and at a Half-Decent Discount
Bharti Hexacom is looking to raise up to US$513m in its upcoming India IPO. We have looked at the past performance in our earlier note, in this...
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