StubWorld: Singtel Coming Up "Cheap" As Divestments Continue Apace
Amid improving earnings, the market is assigning S$6.9bn less for the unlisted ops since the beginning of Covid. Plus Singtel is monetising non...
454 Views
Bharti Singtel Possible Selldown/Holdco Trade - Singtel Appears to Be Ready for Cashing in US$1-2bn
Various recent media reports have indicated that Singtel aims to sell 2-4% of its stake in Bharti Airtel. In this note, we talk about the possible...
471 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
322 Views
Converge ICT Pre-IPO - Fast Growth, Low Penetration, COVID Resistant
Converge ICT Solutions Inc (ITC PM) aims to raise around US$500m in its Philippines listing later this year.Converge ICT (CICT) is the largest...
454 Views
Singtel HoldCo Trade - A Good Level to Build a Position
Since the start of February, Singtel (ST SP)'s share price has declined by about 11%. As per Smartkarma's Holding Companies (HoldCo) monitor,...
674 Views