Channel Checks - Poor Read Across M1, but PayTV Is the Silent Killer for StarHub
Since the launch of Netflix, StarHub's Pay TV business has been suffering from the loss of subscribers. Steven Clontz, the Chairman of StarHub,...
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M1 - Not Enough Big Monsters Lurking
Sometimes there are monsters lurking under the waves.And sometimes there are none.The New NewsToday, after the close, Axiata Group Berhad (AXIATA...
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NetLink Trust IPO Review - A Monopoly with Regulated Returns Makes It Seem More like a Bond
NetLink Trust (NLT SP) is raising US$1,683 - 1,956m in its upcoming IPO. Proceeds raised will be used to pay down debt and acquire units of NLT...
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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...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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