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GSM operators reported combined subscriber net-adds of 6.6M in May versus 6.5M in April assuming that Reliance Telecom’s net adds in May were same (342,000) as in April (the numbers have not been disclosed yet). GSM mobile subscriber base has now crossed the 200 M mark and now stands atContinue Reading

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The second generation of Ambani is quite different from the first. Dhirubhai always wanted to Build world class industries, however, Anil Ambani is always tilted towards a BUY instead of BUILD. [Recall Ambani’s unsuccessful bid for Hutchison Essar] If reports from the WSJ are to be believed [I can’t believeContinue Reading

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From the recent outcome of Bharti Airtel negotiations, it appears that MTN Group is looking to acquire than be acquired by a foreign Telco. Regulatory issues and the need to know local operating conditions in 21 countries mean any acquirer must be prepared to ensure continuity of management. This, togetherContinue Reading

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Though Bharti Airtel declined that it was in talks with MTN Group, the latter in a filing with a stock exchange has confirmed its exploratory talks with Indian telco. As I said earlier, it will be difficult for Bharti Airtel to go solo in its bid for MTN and mayContinue Reading

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It is reliably learnt from various analysts that India’s leading mobile service provider, Bharti Airtel is likely to bid for MTN South Africa. Bharti’s management recently stated that Bharti’s business model could be replicated in other emerging markets and it may opt to go for oversees acquisitions. Bharti Airtel’s modelContinue Reading