TPG Telecom/VHA Merger: A High Stakes Gamble to Abandon Mobile Network Rollout
On Tuesday, TPG Telecom Ltd (TPM AU) surprisingly cancelled plans to roll out its mobile network in Australia, blaming the government’s ban on...
404 Views
SoftBank Corp IPO Valuation: Bull/Bear Case DCF Scenarios
Softbank Group (9984 JP) is set to raise JPY2.65 trillion ($23.5 billion) through the Softbank Corp (9434 JP) IPO, Japan's biggest-ever IPO....
527 Views
US-China Rivalry: No Truce, Expect Escalation
Those who saw the G20 meeting as a climb down from the US-China geo-economic confrontation now have egg on their faces. It should now be crystal...
450 Views
Huawei: China – US Post Industrial Warfare Collateral Damage Overflows to Canada
The Huawei Technology (40978Z CH) Canada arrest story has lit up the discussion boards, with healthy debates on both sides. There is a case for why...
942 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
598 Views