Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
Philippine Telcos Struggle to Grow Despite the Vibrant Economy
The 2Q16 results from PLDT (TEL PM) and Globe (GLO PM) reveal the challenges facing the Philippine telecom industry, which is struggling despite...
263 Views
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
Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
233 Views
Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
206 Views