Report

New Street: Indian Telecoms: Thoughts on potential Amazon deal with Bharti Airtel

Following Jio’s sale of 10% to FaceBook, and rumours of a deal between Google and VIL, and as we thought likely, Reuters now reports that Amazon is in talks to buy a stake in Bharti worth “at least” $2bn. If both the latter deals go through then this will have been a game-changing 6 weeks for Indian mobile.
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New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
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  • Asian Internet
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  • Pan European Telecom Services and Cable


Analysts
Chris Hoare

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