Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
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Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
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ROTI: Bread Goes for Abroad and Digitization
Angus Mackintosh covered Nippon Indosari Corpindo Tbk Pt (ROTI IJ) in one of his many insights. I will try to wear my Indonesian hat and offer a...
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StubWorld: Swire, First Pacific
This week in StubWorld ...Swire Pacific Ltd (19 HK)'s discount to NAV nudges a 52-week low, however, there are scant positives in the unlisted stub...
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Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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