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CLSA VODAFONE IDEA
Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
CLSA spots 4 winning bets in the race to 5G FWAThe brokerage derived its target price on the company by applying a 15x PE multiple to the Mar-24CL earnings estimate, a 16 per cent discou...
No end to Vodafone Idea woes; analysts stay bearish, stock slidesAnalysts said Vodafone Idea’s capital expenditure continues to lag that of peers, which is why the underperformance is likely to continue.
What brokerages are saying about Vodafone Idea post Q4 earningsAnalysts said Vodafone Idea's capital expenditure continues to lag that of peers, which is why the underperformance is likely to continue.
Bharti Infratel-Indus Towers merger offers limited synergy savings: Analysts"Given the limited overlap in the operations of Bharti Infratel and Indus Towers, synergies from the merger are likely to be limited to sav...
Beyond fundraising, tariff hike-led ARPU improvement must for VIL: ReportTariff hike is imminent to fund Voda Idea's financial obligations and capex (capital expenditure) plans, Axis Capital has said in its lates...
‘Vodafone Idea may see further upside on likely ARPU growth’The brokerage has a buy rating on the stock with a target price of Rs 12.
Bad debt provisions on Voda Idea payment delays drag Infratel Q4 net: AnalystsThe company’s fiscal fourth quarter costs increased 8 per cent.
CLSA upgrades Voda Idea on good earnings prospectsCLSA is the first brokerage in recent times to upgrade stock of the company which has been on the brink of bankruptcy.
CLSA retains 'sell' on Bharti Infratel, target price Rs 200The stock ended up 1.1% at Rs 218.75 on Wednesday.
CLSA downgrades Bharti Infratel to 'sell'The brokerage has cut its FY20-FY21 tenancy estimates by 2 per cent
Idea, Vodafone may slash net debt by $5 bn via tower sales, capital infusionIdea’s net debt, including accrued interest on loans, stood at Rs 56,800 crore at end of September quarter, while Vodafone India’s was Rs 6...
CLSA upgrades Idea Cellular shares to ‘buy’CLSA has cut its FY18-20 estimates for Idea by 2-32% to factor in recent tariff cuts.
CLSA retains sell rating on Tata Motors, IdeaThe brokerage has retained sell recommendation on Tata Motors with a target price of Rs 405 amid deteriorating business margins in arm Jagu...
Credit Suisse upgrades Bharti Infratel to ‘outperform’ from ‘neutral’“We see value even after factoring in harsh cuts to business from Vodafone and Idea,” said Credit Suisse in a report.
CLSA downgrades Bharti Infratel to ‘outperform’ from ‘buy’CLSA said a potential merger of Idea Cellular and Vodafone India is likely to impact Bharti Infratel both in the long term and short term.
Idea shares rally after Vodafone confirms merger talks with AB GroupAny merger would be effected through the issue of new shares in Idea to Vodafone and would result in Vodafone deconsolidating Vodafone Indi...
Reliance Jio slated to notch up annual revenue of $6.69 billion in the fourth year: Morgan StanleyThe brokerage estimates Jio will generate $1.7 billion of revenue by the end of 2016-17, which will be its first year of commercial operati...
Reliance Jio can acquire 80 mn 4G users in 2 years: CLSAThe anticipated 4G boom is expected to lead to a trebling of data revenue to Rs 80,300 crore (about $12 billion) over the next two years.
Mobile data revenue may triple to $14 billion in next 2 years: CLSAAccordingly, analysts at CLSA expect the share of smartphones in overall handset sales in the country to jump "to 70% by FY18 from the pres...