Telenor Purchase of Axiata's Regional Assets: Good for Norway, Not so for Axiata
On 6th May, Telenor Asia and Axiata Group (AXIATA MK) announced that Telenor will acquire Axiata in an all-share deal that will leave Telenor with...
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TPG Telecom/VHA Merger: A High Stakes Gamble to Abandon Mobile Network Rollout
On Tuesday, TPG Telecom Ltd (TPM AU) surprisingly cancelled plans to roll out its mobile network in Australia, blaming the government’s ban on...
516 Views
TPG Telecom/VHA Merger: Risk-Reward Is Skewed Towards the Downside
On 30 August 2018, TPG Telecom Ltd (TPM AU)Â announced the recommended merger of equals with Vodafone Hutchison Australia (VHA). The consensus view...
543 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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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