Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
523 Views
Bharti Airtel - Performance Is Inflecting at Last. Vodafone IDEA, Not so Much.
Bharti Airtel's (BHARTI IN) recnt 3Q19 results hold out a glimmer of hope for the sector. After a precipitous decline in margins and returns since...
978 Views
Indian Telcos: What Not to Expect in 2019
Predictions for Indian mobile in 2019 are likely to be as much about what won’t happen as what will! In summary, we do not expect Jio to lift...
661 Views
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
India – Liquidity Freeze
We wonder if the Jet Airways India (JETIN IN) flight cancellations are some of the most visible signs of liquidity freezing up? There are plenty of...
775 Views