Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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More Organic Growth from Speedcast
Several recent announcements from Speedcast International Ltd (SDA) confirm the underlying growth potential at the company as they push both...
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Speedcast: Growing Satellite Services Organically and Via M&A.
Speedcast (Speedcast International Ltd) is a satellite services providers (SSP) to enterprises and governments. The company has expanded rapidly...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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