Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
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A Focused Evaluation of Vocus Communications: When Infrastructure Meets Salesforce
When infrastructure meets salesforce: a moaty telco rolls up into the big league. From humble beginnings in 2008, Vocus Communications has...
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Telstra Offers Continuity and a Special Dividend
Telstra Corp Ltd (Telstra) held its Investor Day in early May where they confirmed their strategy and capital management framework. They did note...
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Telstra Shows Investors the Money, While Keeping Its Powder Dry
While the foreshadowing of a A$1.5 billion capital management program by narrow moat Telstra is positive, we view it as no more than a teaser. In...
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