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...
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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...
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Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN)Â is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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