M1's Reports Modest Improvement in Mobile Trends but Still in Decline.
As noted previously, M1 (M1 SP) is seen as the most vulnerable operator to TPG's (TPM AU) entry in 2018. Their recently released 1Q17 numbers show...
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SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia
With TPG (TPM AU) the surprise winner of the residual 700MHz spectrum auction in Australia, the game has changed somewhat in the Australian market....
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Singapore Telcos. New MVNOs May Be a Solution, Not a Problem Ahead of TPG Entry.
Recent data suggests that the mobile environment in Singapore remains tough. Service revenues continue to fall YoY as they have done for the past...
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Singapore Telcos Spectrum Auction - It Just Got a Whole Lot More Expensive
In our previous insight, we pointed out that there will likely be aggressive bidding in the General Spectrum Auction (GSA) and the event will be a...
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NetLink Trust IPO Early Thoughts - A Monopoly with Stable Cash Flow
Last week, Singtel reported that it has engaged three banks for the IPO of Netlink Trust. While the prospectus has not been filed yet, we offer...
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