Competition is increasing globally, which is driving down ARPU. Attempts to increase ARPU by moving customers to higher-priced 4G plans are progressing slowly, with only 4.7 million 4G subscribers.Vodafone could overpay for more acquisitions like Kabel Deutschland and Ono.The Indian government is a
Bell's economic moat should allow it to withstand the economic and competitive heat.
Transurban's core Australian assets attract, but developments introduce high forecasting risk.
Verizon has been slow to respond to the competition, but its position remains intact.
Oi hopes its merger with PT will insulate the firm from secular headwinds in Brazil and Portugal.
An end-to-end software delivery model differentiates Technology One from competitors.
The marketing war continues to pressure margins, and we are lowering our fair value estimate
SBA is well positioned to benefit from the robust secular growth prospects for mobile data.
SK Telecom's LTE subscriber base is growing rapidly; ADR benefits from won strength
The new Telefonica Brasil tries to offer investors the best of both worlds.