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...
233 Views
Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
206 Views
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...
211 Views
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...
206 Views
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...
193 Views