Telstra's Dividend Cut Shocks Locals but Delivers Flexibility and Looks to a Worst Case Outcome
Telstra (TLS AU) delivered a reasonable FY17 operating performance, but this has been overshadowed by the Board's decision to rebase the dividend...
173 Views
Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
187 Views
The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
219 Views
TPG Sets Its Sights on SingTel's Home Markets, but FVE up to SGD 3.65 on Associates and Currency
We increase our fair value estimate for Singapore Telecommunications Limited (ST SP) to SGD 3.65 per share from SGD 3.50 per share following the...
143 Views
M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
164 Views