Telstra: Domestic Strength Can Support Moderate Philippine Investment
Telstra Corp Ltd (Telstra) reports later this week (Thu 18th Feb) and we expect the company to show decent revenue growth. We believe Telstra is...
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Philippine Telcos: Telstra's Entry Now Fully Discounted?
We believe that PLDT and Globe's share price now fully discounts the risk of new entry. This note looks at the damage new entry could do to the two...
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Has Globe (GLO PM) Run Its Course?
Globe Telecom (GLO PM) has been a long term outperformer vs PLDT (TEL PM) in the Philippines. While it continues to gain market share for now, we...
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