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
Untethered Thoughts: StarHub (STH SP) Payout Cut - And so It Begins
StarHub's recent 2016 results announcement came packaged with a 20% reduction in its quarterly dividend payout guidance for 2017 that has punished...
197 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
Starhub Q4 2016: As Expected Bad, Dividend Cut and Balancesheet Worsening the Highlights
Starhub delivered a bad set of numbers for Q4 2016. Revenue was up 0.2% ( Revenue on services was up 0.7%) but profit declined -32.9% YoY (...
225 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