The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral
Telstra's (TLS AU) 1H18 result was within managed expectations, with only the Ooyala non-cash impairment of A$273m an unexpected negative. While we...
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Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.
The threat of a new telco entrant in Singapore has been a key factor in the relatively weak share price performance (-2%) of the operators in the...
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