TEL: Fixed-Line Broadband Demand Growth Called For
More attractive to analysts, good price momentum, and cheap on acore profit basis relative to its sector TEL should benefit from an estimated 10m...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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GMA7: TV for Filipinos Around the World with M&A Potential
The company trades at 5 year low PE Share price lost 42% since peak 6.5% dividend yield Stable revenue from high TV ownership, and top quality...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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