Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views
Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
239 Views
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
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