Philippine Telcos Struggle to Grow Despite the Vibrant Economy
The 2Q16 results from PLDT (TEL PM) and Globe (GLO PM) reveal the challenges facing the Philippine telecom industry, which is struggling despite...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
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Philippines: No Telstra = Good News for PLDT and Globe
The recent decision by Telstra to withdraw from plans to invest in a third operator in the Philippines with Smc Corp (San Miguel) is excellent news...
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