Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
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Vocus Group’s Tilt from AGL Energy Is Attractive but Not a Sure Thing
Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. Today, Vocus...
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Vocus Group’s Generous Bid from EQT Tempered by History
Vocus Group Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. On...
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TPG Telecom/VHA Merger: ACCC Calls TPG’s Bluff
On Wednesday, the Australian Competition and Consumer Commission (ACCC) decided to oppose the proposed TPG/VHA merger in a botched press release, a...
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Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
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