M1 - Monsters Splash Out. A Little.
Spring 2017 saw Axiata Group (AXIATA MK), Singapore Press Holdings (SPH SP), and Keppel Corp Ltd (KEP SP) conduct a strategic review of their...
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TPG and Vodafone-Hutchison Merger of Equals Proposed - This One Goes To 11
Last week the papers carried a story suggesting TPG Telecom Ltd (TPM AU) was discussing a potential merger with Vodafone Hutchison Australia Pty...
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Netlink Trust: Below IPO Price with 5% Yield
Netlink Trust has gone public in July 2017 and since then the share price has not performed spectacularly. This could be due to the lack of...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.
SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies....
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