Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
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Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - (Summary Note)
This insight is meant for you who may not have the time to read through a long note on Erajaya (ERAA): Growing Sustainable Smartphone Demand in...
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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Starhub (STH): Pay TV Singapore
As one of the country equipped with high speed internet, Singaporean have enjoyed the benefit of being able to watch TV in their mobile gadgets (...
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Three Largest Telco Plays Average 9% Total Return in YTD
In May 2019, Communication Services was the top net buy sector on SGX, attracting institutional inflows of S$135.8 million. May’s net inflow...
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