Singtel HoldCo Trade - A Good Level to Build a Position
Since the start of February, Singtel (ST SP)'s share price has declined by about 11%. As per Smartkarma's Holding Companies (HoldCo) monitor,...
664 Views
Circles.Life: Singapore Just Created A Stealth Unicorn - Regional Incumbent Telcos Should Worry
We believe Circles.Life is likely Singapore's newest unicorn thanks to its recent investment from global PE firm Warburg Pincus. We believe the...
715 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
434 Views
Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
387 Views
Vocus Group’s Tilt from AGL Energy Is Attractive but Not a Sure Thing
Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. Today, Vocus...
663 Views