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...
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India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
639 Views
Bharti Infratel: Cutting Forecasts as Major Customer Viability in Question.
In our recent note Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection, we looked at the financial stress that the...
487 Views
Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN) is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
729 Views
Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
457 Views