The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
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Singapore Telcos: Buckling Down Ahead of New Entrant.
With all three Singapore operators having reported 3Q numbers, there has been a small improvements in negative trends with mobile service revenue...
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SingTel Keeping Most of the Netlink Trust Proceeds; FVE Down to SGD 3.55, Mainly on Currency
We lower our fair value estimate for SingTel to SGD 3.55 from SGD 3.65 per share following the release of broadly in-line second-quarter fiscal...
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Light at the End of the Tunnel for Bharti Airtel. 2Q18 Results Suggest a Recovery Is Underway.
Despite seasonality, the impact of Reliance Jio, and the GST changes, Bharti Airtel's (BHARTI IN) 2Q18 results was not as bad as investors feared....
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Indian Wireless. A Three Player Market by March. Bharti Airtel a Big Winner
Chris Hoare wrote recently about Bharti Airtel (BHARTI IN) acquiring Tata's mobile assets in Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song....
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