Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition
We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains Bharti Airtel (Bharti) but we...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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HDB Launched a Total of 8,940 New and Balance Flats for May 2016 Exercise
The Housing and Development Board (HDB) has formally launched another batch of flats comprising of 3,770 new built-to-order (BTO) and 5,170 sale of...
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A Focused Evaluation of Vocus Communications: When Infrastructure Meets Salesforce
When infrastructure meets salesforce: a moaty telco rolls up into the big league. From humble beginnings in 2008, Vocus Communications has...
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Telstra Shows Investors the Money, While Keeping Its Powder Dry
While the foreshadowing of a A$1.5 billion capital management program by narrow moat Telstra is positive, we view it as no more than a teaser. In...
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