Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
187 Views
Telstra: Good News as Roaming Risk Removed. TPG Risk Manageable. Dividend to Be Maintained.
Finally, there has been some good news for Telstra (TLS AU) with the ACCC issuing its draft decision not to declare a domestic mobile roaming...
163 Views
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
235 Views
M1's Reports Modest Improvement in Mobile Trends but Still in Decline.
As noted previously, M1 (M1 SP) is seen as the most vulnerable operator to TPG's (TPM AU) entry in 2018. Their recently released 1Q17 numbers show...
193 Views
SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia
With TPG (TPM AU) the surprise winner of the residual 700MHz spectrum auction in Australia, the game has changed somewhat in the Australian market....
235 Views