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...
817 Views
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...
219 Views
Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
199 Views
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...
202 Views
PLDT's Earnings Shocker. Guidance Reset.
We wrote previously that the Philppine telcos; Philippine Long Distance Tel (PLDT) and Globe Telecom Inc (Globe) already discounted Telstra Corp...
210 Views