Untethered Thoughts: Globe Takes the Belt
Globe has wrested wireless subscriber market share leadership from PLDT with 52% share in end-2016 Momentum likely remains at its side and to turn...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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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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