Jio Pressure Remains Intense on Incumbent Indian Telcos
We wrote recently about the pressure on Vodafone's (VOD LN) Indian subsidiary's merger with IDEA (IDEA IN). The combined business, assuming the...
308 Views
Indian Telecoms. Vodafone/IDEA Squeezed by Jio and Needs to Raise More Capital.
While we recently noted Vodafone's (VOD LN) comments that they had no near term funding issue in India and still had access to bank finance there,...
269 Views
Vodafone Adamant There Is No near Term Financing Requirement in India, but It Looks Precarious
Our UK team in their recent review of Vodafone's (VOD LN) recent results and the departure of CEO Vittorio Calao (solid overall 4Q result and...
247 Views
Bharti Infratel: No Premium Merger Announced with Indus Towers. Indian Towers Are Struggling.
The long-awaited deal between Bharti Infratel (BHIN IN), Vodafone India and IDEA (IDEA IN) to merge Indus Towers with Infratel has finally been...
375 Views
Bharti Airtel: One of the Final Fours
We initiate our coverage on Bharti Airtel Ltd (BHARTI IN) (Bharti) with an OVERWEIGHT recommendation on the BHARTI complex which reflects...
544 Views