Bharti Airtel (BHARTI IN) | The Last One Standing
In this Insight, we present some of the key catalysts that argue for a Buy on Bharti Airtel (BHARTI IN) in spite of a sharp rally post Q2 and AGR...
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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...
720 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...
674 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...
763 Views