Vocus Group’s Generous Bid from EQT Tempered by History
Vocus Group Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. On...
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TPG Telecom/VHA Merger: ACCC Calls TPG’s Bluff
On Wednesday, the Australian Competition and Consumer Commission (ACCC) decided to oppose the proposed TPG/VHA merger in a botched press release, a...
496 Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
548 Views
Telstra: Earnings Under Pressure in FY19 but Move to Mobile Should Lead to Gains from FY20.
Recently, Telstra (TLS AU) reported 1H19 numbers which showed declines in revenue, EBITDA and net profit. That seems to have put the brakes on a...
514 Views
Singtel's Weak 3Q18 Results but Dividend Looks Sustainable and Long Term Upside from Associates
Singtel (ST SP) recent 3Q18 results were relatively lackluster. Singapore revenue trends were encouraging, but EBITDA remains under pressure esp in...
817 Views