TPG Telecom Feels the Pain of Great Expectations
We harboured no issues with the narrow moat-rated TPG Telecom's fiscal 2016 result, with the 59.8% lift in normalised EBITDA to AUD 775.3 million...
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Singapore Telcos: A (Nasty) TPG Surprise.
The surprising emergence of TPG (TPM AU) has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has...
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Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
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Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning
IDA announced that airYotta, MyRepublic and TPG Telecom have submitted bids for the fourth mobile license.This is just the beginning of a...
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Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
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