The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Developers Showing Keen Interest in Two Land Sites
With all the market talk about developers taking a pause before making land bids, two Urban Redevelopment Authority (URA) land sites under the...
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Narrow Moat M1 Reports in Line Third-Quarter 2015 Result, New Entrant Prospect Dominates Outlook
M1's third-quarter 2015 result was broadly in line with our expectations with services revenue down 1.1% year on year and both operating profit...
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Doubts grow about entry of a 4th Mobile Operator
We have previously identified potential for a 4th operator in Singapore, but assumed it would be small cells and MVNO based. The requirement for a...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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