Australia Prepares for 5G Spectrum Auction in 2018
One of the reasons we think Telstra Corp Ltd (TLS AU) cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G....
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.
After an extended period of weakness, M1 (M1 SP) finally reported a much improved mobile service revenue trend, with positive YoY growth for the...
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Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
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The Game Getting Tougher but TPG Telecom Keen to Play a Different Game
TPG Telecom's ninth consecutive year of record underlying EPS, one that grew 12% in fiscal 2017 to AUD 0.48 and beat our estimate by 8%, is just a...
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