Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
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Philippines: No Telstra = Good News for PLDT and Globe
The recent decision by Telstra to withdraw from plans to invest in a third operator in the Philippines with Smc Corp (San Miguel) is excellent news...
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PLDT's Earnings Shocker. Guidance Reset.
We wrote previously that the Philppine telcos; Philippine Long Distance Tel (PLDT) and Globe Telecom Inc (Globe) already discounted Telstra Corp...
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