Hutchison 1H16 Mixed Results. Strong Cost Management
We do not follow the HK listing but do look at CK Hutchison (1 HK) in Europe as part of the competitive landscape. For a broader look at the recent...
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CK Hutchison. More Luck with Consolidation Plans in Italy?
After the disappointment of a failed merger in the UK, CK Hutchison and VimpelCom's Wind subsidiary have been desperate to get a deal approved to...
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We Believe Brexit Fears Have Unfairly Driven Down Shares of Most European Communication Stocks
Fears of the impact of Britain's exit from the European Union have pushed down the prices of most European communication stocks. We think this is...
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Malaysian Telcos. Results Point to More Pain Ahead
Two of the Malaysian telcos have now reported 1Q16 numbers. They do not make pretty reading. Maxis Bhd (Maxis) had been outperforming peers but has...
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M1 Is Priced for a New Entrant.
M1 Ltd (M1)'s results were not particularly strong as Ashish Saxena pointed out earlier today. The questions around the CEO's ESOP share...
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