Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.
The threat of a new telco entrant in Singapore has been a key factor in the relatively weak share price performance (-2%) of the operators in the...
223 Views
The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
159 Views
Singapore Telcos: Buckling Down Ahead of New Entrant.
With all three Singapore operators having reported 3Q numbers, there has been a small improvements in negative trends with mobile service revenue...
168 Views
SingTel Keeping Most of the Netlink Trust Proceeds; FVE Down to SGD 3.55, Mainly on Currency
We lower our fair value estimate for SingTel to SGD 3.55 from SGD 3.65 per share following the release of broadly in-line second-quarter fiscal...
174 Views
Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.
At Telstra's (TLS AU) recent Analyst Day, the focus was on the $3bn earnings gap caused by the roll-out of the NBN. As Morningstar commented in ...
118 Views