COMPANY
Vodafone Idea
IDEA:IN
Primary coverage by Chris Hoare
Research
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Indian Telcos: News reports that the Indian government may voluntarily give telcos $12bn of relief on AGR liabilities would be a thesis-changing event. If it happens it would be probably the biggest ever positive regulatory decision in EM Telco history. Implications for VI, Bharti, RIL, Indus, Vodafone & Singtel. Lift price targets for both VI and Indus. VI to Neutral.January 20, 2025 — Chris Hoare
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Indian Telcos & Towers – What to expect in 2025: FWA S-curve enables monster Jio IPO? Indus to NeutralJanuary 3, 2025 — Chris Hoare
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Global EM Telcos & Towers – Themes and top picks for 2025January 2, 2025 — Chris Hoare
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Indian Mobile – Quick thoughts on the bank guarantees waiverNovember 26, 2024 — Chris Hoare
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Indian Mobile – Q2 FY25 review: Renewed acceleration off tariff hike, FWA development very positiveNovember 22, 2024 — Chris Hoare