Singapore Telcos Show Weak Trends. All Eyes on September New Entrant Deadline
Singaporean telecom service revenue trends remain negative. For now, attention is focused on the 4th entrant process with the IDA setting an early...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Singapore Telcos - Catching the 'Pokémon Go' Wave
Pokémon Go application usage has surpassed the average time per day spent on Facebook, Whatsapp, Instagram, Twitter, Tinder and Snapchat in the...
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M1's Downgrades 2016 Guidance Due to Over-The-Top Messaging Service Erosion
As a result of disappointing earnings year-to date, management lowered its 2016 guidance for net profit to “single-digit decline” from “stable...
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Singapore Telcos - Has the Market Forgotten?
There have been a handful of insights written by New Street Research , Raghav Kapoor and Morningstar on Singapore (SG) telcos since the...
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