M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
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M1 Posts Broadly In-Line 2Q 2017 Results, but New Competitor Launch Looms
M1’s second-quarter 2017 result was broadly in line with our expectations, with services revenue up 0.4% year on year, EBITDA down 10.7%, and EPS...
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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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