Bharti hikes tariff, other telcos likely to follow suit
The effective tariff hike of ~20% in prepaid plans is expected to contribute incremental revenue/EBITDA of INR103b/INR72b, thereby driving 13%...
175 Views
StubWorld: Jardine Cycle & Carriage Trading Wide; SingTel's Steepest Discount Ever?
I'd look to set up JCNC around these levels. And continue to recommend getting involved in SingTel either as a deep value play, and/or an...
419 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
199 Views
SingTel (ST SP): Steep Discount Amid Strong First-Half Results
Amid improving earnings, the market is assigning S$6.7bn less for the unlisted ops YTD Continue to recommend SongTel either as a deep value play,...
341 Views
Healthium Medtech Pre-IPO - Steady Earnings, Creating a Niche
Healthium Medtech is looking to raise up to US$500m in its upcoming India IPO. Healthium Medtech is a medtech company that manufactures products...
237 Views