Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
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M1 Shows Positive Service Revenue Trends Ahead of TPG's Entry.
M1 Ltd (M1 SP) reported 1Q18 results under the new SFRS-15 accounting standards (IFRS-15 is being adopted across the region). And as with other...
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TPG's 1H18 Result Impressed but Ebitda Under Pressure Until 2021 and They May Need More Capital.
Ian Martin views the latest TPG (TPM AU) results for 1H18 as being relatively strong given the forced migration to the NBN. The impact was...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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A Rare Instance of NBN Friending as Opposed to Upending TPG Telecom
The 2%-3% upgrade to TPG Telecom Ltd (TPM AU)'s fiscal 2018 EBITDA guidance to AUD 825-830 million needs to be put in context. We calculate AUD 13...
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