Singtel's Weak 3Q18 Results but Dividend Looks Sustainable and Long Term Upside from Associates
Singtel (ST SP) recent 3Q18 results were relatively lackluster. Singapore revenue trends were encouraging, but EBITDA remains under pressure esp in...
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Last Week in Event SPACE: Softbank, Delta, U-Shin, CJ Hello, Glow, Sigma, Oslo Bors, Hang Lung
Last Week in Event SPACE ... Softbank Group (9984 JP)'s discount to NAV could narrow with Softbank looking to buy 10-13% of Real World...
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AIS Growth Has Been Slowing as DTAC Returns to the Scene. 2019 Outlook Uncertain.
We met AIS (ADVANC TB) earlier this week at their Analyst Day in Bangkok. The recent results confirm our concerns over market growth slowing, with...
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StubWorld: Hang Lung's Implied Stub At Extreme Levels
This week in StubWorld ... Hang Lung (10 HK) has lagged 57.6%-held Hang Lung Properties (101 HK) after announcing full-year results, resulting in...
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Catch-Up Session with Intuch Group
We caught up with Intuch Group this week to check how things were going on with them and their subsidiaries, AIS and Thaicom. It's good to touch...
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