Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
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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...
830 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views
Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
342 Views
Pacman Meets Pacman, as M2 Group Merges with Vocus Communications
Less than three months after swallowing Amcom, Vocus Communications has turned its attention on M2 Group in an all-scrip merger.While we are always...
385 Views