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Chris Hoare
  • Chris Hoare
EUR 8818.00
BHARTI BHARTI AIRTEL
625798Z VODAFONE INDIA ...

Indian Mobile Quick thoughts on the bank guarantees waiver

India’s Union Cabinet has approved the waiver of the bank guarantees related to spectrum acquired by the operators before 2022. Vodafone Idea was the key beneficiary of this news as it owed INR 247bn versus Bharti (INR 30bn) and Jio (INR 40bn). As a result, VIL shares rose sharply today. Our brief thoughts below.

BHARTI BHARTI AIRTEL
625798Z VODAFONE INDIA LTD
11/26/24 November 26, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8818.00
BHARTI BHARTI AIRTEL
532454 Reliance Indust...

Indian Mobile Q2 FY25 review: Renewed acceleration off tariff hike, F...

Indian mobile revenue growth accelerated to mid-teens on the back of the tariff hike in July, with EBITDA margin expansion across all three operators.

BHARTI BHARTI AIRTEL
532454 RELIANCE INDUSTRIES
11/22/24 November 22, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8818.00
BHARTI BHARTI AIRTEL
532454 Reliance Indust...

Indian Mobile Broadband upgraded as FWA takes off; Bharti price targe...

Jio’s recent FWA figures suggest India is entering an S-curve of adoption. We think this means Jio is set to capture the lion’s share of a $20bn revenue industry (by 2030). Bharti is likely to benefit strongly too.

BHARTI BHARTI AIRTEL
532454 RELIANCE INDUSTRIES
10/30/24 October 30, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8818.00
BHARTI BHARTI AIRTEL
Z74 Singapore Telec... ... (+4)

Bharti Airtel, Airtel Africa & Singtel At $100bn, downgrade Bharti Ai...

Bharti crossing $100bn market cap makes us address the question of which parts of the Bharti/Singtel/Airtel Africa capital structure are most attractive. Bharti has the momentum, but the valuation gap is now extreme. Reversion to the mean will likely happen at some point which means sensible investors in Bharti should now be switching into Singtel (for yield) or Airtel Africa (for growth).

BHARTI BHARTI AIRTEL
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
AIRTELAF AIRTEL AFRICA PLC
AAF AIRTEL AFRICA
06/14/24 June 14, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 8818.00
BHARTI BHARTI AIRTEL
IDEA Vodafone Idea L...

Vodafone IDEA actively looking to raise equity – our thoughts and impl...

We understand Vodafone IDEA is actively engaged in meetings with equity investors to raise the equity tranche (INR 200bn) of its planned INR 450bn equity and debt raise.

BHARTI BHARTI AIRTEL
IDEA VODAFONE IDEA LTD
03/18/24 March 18, 2024 1 EN
EUR 430.50
BHARTI BHARTI AIRTEL

Bharti Airtel: Q4 2015: A tale of two companies

​Indian mobile continues to perform well in terms of revenue growth and EBITDA margins. However, weak African and South East Asian performance continue to hold back growth.

05/29/15 May 29, 2015 4 EN
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