Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.4k Views
Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.
Vimpelcom (VIP US)Â is one of our strongest conviction buy calls in the GEM space. We see 39% upside to the share price with a price target of...
379 Views
IDEA and RCOM Fall into Loss as Consolidation Becomes an Imperative.
We have written previously about the attraction of a merger between IDEA (IDEA IN) and Vodafone's (VOD LN) Indian assets. What has focused...
253 Views
Bharti Infratel: Pressure on Costs and ARPUs. Consolidation Will Make This Worse.
Our core thesis on Bharti Infratel (BHIN IN) is that ARPUs will be restricted due to competitive pressures from other tower operators (especially...
286 Views
Indian Telecoms: A Vodafone/Idea Merger Moves Forward. Positive for Market Repair.
The arrival of Jio (owned by Reliance Industries (RIL IN)) in the Indian telecom market has created a seismic shift in how the industry works. It...
291 Views