Philippine Telcos: Recent Meetings Suggest PLDT's Fixed Line Investments Are Starting to Pay Off.
Iain Johnston recently met the Philippine telcos and came away with a continued preference for PLDT (TEL PM) over Globe Telecom (GLO PM). While we...
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Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
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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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