Reliance Industries Limited Corporate Restructuring Continues with Reliance Jio
Reliance Industries Limited reported on 25th October 2019 that they intend to set up a wholly-owned subsidiary (WOS) to run its Digital Services...
671 Views
Bharti Infratel: Some Improvements but Stock Price Hit on Weak Underlying Numbers
Bharti Infratel (BHIN IN) reported a mixed set of 4Q results (March 2019). The headline numbers show some improvement, but there was no real...
620 Views
Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
755 Views
Indian Mobile - ARPUs Inflect as the Worst May Be over for Bharti, Although Not for Vodafone IDEA
Chris Hoare sees increasing signs that the worst is over, at least for Bharti Airtel (BHARTI IN). ARPUs and therefore revenues are bottoming. The...
1.1k Views
Vodafone Idea Needs a 55% Price Increase to Return to Viability
Underlying profitability continues to deteriorate at Vodafone Idea (IDEA IN) (IDEA). Chris Hoare has updated his liquidity analysis, and estimates...
710 Views