Singapore Telcos: And Then There Were Two (Bidders for the 4th License).
After some delay, the Singapore regulator (IMDA) announced yesterday there were two qualified candidates for the 4th cellular license: MyRepublic...
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Re-Visiting the Big Short: Australian Growth Stocks
Last month, Evidente documented that the valuation dispersion between value and growth stocks was without precedent; the median book multiple of...
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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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TPG Telecom: Margin Outlook Hit by Higher Access Charges. Growth Expectations Slashed.
We initiate on TPG Telecom (TPM AU) with a SELL rating and a target price of $6.05. After peaking at close to $13/share at the start of August, the...
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The Big Short: Australian Growth Stocks
In a recent update to investors, founder and CEO of Platinum Asset Management, Mr Kerr Nielson, cited that global conditions had been challenging...
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