SingTel Sees Pressure in Both Australia and Singapore; FVE Decreased to SGD 3.50 on Associate Moves
SingTel’s third-quarter fiscal 2017 (quarter-ended September 2016) result was in line with our expectations with revenue declining by 1.5%, EBITDA...
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The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
276 Views
Singapore Telcos - StarHub's Dividend Cut Increases Likelihood of Aggressive Spectrum Bid
StarHub's FY2016 results were abysmal. But, the biggest disappointment was the 20% dividend cut to 16c per share for FY2017. We warned about the...
572 Views
M1 Stuck on Hold. Weak 4Q Numbers
With TPG's (TPM AU) entry looming, M1 (M1 SP) is seen as the most vulnerable operator. We would argue that much is in the price with the stock down...
176 Views
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
341 Views