Bharti's Margins Continue to Improve. IDEA, Not so Good.
We have a preference in the Indian telecoms market for Bharti Airtel (BHARTI IN) over its peers. Our concerns have been discussed previously but...
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Event Update: Grasim/AB Nuvo Merger
We wrote a report on the Grasim and AB Nuvo merger on 27th September 2016 where we stated that post the correction in the price of the two...
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India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.
We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high...
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Bharti, IDEA and Jio Show Limited Interest in India's Current Spectrum Auction
India's latest spectrum auction commenced on 1 October with two rounds of bidding now completed. Total bids amount to INR567bn ($8.5bn), a small...
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Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position
In the past few weeks, Reliance Industries' (RIL IN) Jio has launched to much fanfare. Once the initial headlines died down it is pretty clear...
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