Bharti Infratel: No Premium Merger Announced with Indus Towers. Indian Towers Are Struggling.

TOWR:IJ Vs TBIG:IJ- A Side-By-Side Comparison

Tower Bersama (TBIG:IJ) Heavy Debt, Operational Underperformance = TOWR:IJ Preferred

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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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India Telecom services / Thematic (Sector/Industry)

<p><a href="https://www.smartkarma.com/profiles/1917" target="_blank" data-smartkarma-citation="accounts:1917">Chris Hoare</a> has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include <a href="https://www.smartkarma.com/entities/8922" target="_blank" data-smartkarma-citation="entities:8922:1">Bharti Infratel (BHIN IN)</a>, AMT India (part of <a href="https://www.smartkarma.com/entities/6365" target="_blank" data-smartkarma-citation="entities:6365:1">American Tower Corp (AMT US)</a>), <a href="https://www.smartkarma.com/entities/3537" target="_blank" data-smartkarma-citation="entities:3537:1">Tower Bersama (TBIG IJ)</a>, and <a href="https://www.smartkarma.com/entities/6848" target="_blank" data-smartkarma-citation="entities:6848:1">Protelindo (TOWR IJ)</a>. We plan to include China Tower and edotco (part of <a href="https://www.smartkarma.com/entities/944" target="_blank" data-smartkarma-citation="entities:944:1">Axiata (AXIATA MK)</a>) once these companies list.</p><h2><strong>Indian towers struggling while Indonesian towers look like they have bottomed</strong></h2><p>Results this quarter show that revenue growth for Indian towers is declining while…</p>

Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT India (part of American Tower Corp (AMT US)), Tower Bersama (TBIG IJ), and Protelindo (TOWR IJ). We plan to include China Tower and edotco (part of Axiata (AXIATA MK)) once these companies list.Indian towers struggling while Indonesian towers look like they have bottomedResults this quarter show that revenue growth for Indian towers is declining while…

アジアの通信塔の動向：インドネシアは底を打ったが、インドは悪化する見込み。