Telstra: Domestic Strength Can Support Moderate Philippine Investment
Telstra Corp Ltd (Telstra) reports later this week (Thu 18th Feb) and we expect the company to show decent revenue growth. We believe Telstra is...
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Philippine Telcos: Telstra's Entry Now Fully Discounted?
We believe that PLDT and Globe's share price now fully discounts the risk of new entry. This note looks at the damage new entry could do to the two...
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Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
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Pacman Meets Pacman, as M2 Group Merges with Vocus Communications
Less than three months after swallowing Amcom, Vocus Communications has turned its attention on M2 Group in an all-scrip merger.While we are always...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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