Singapore Telcos: And Then There Were Two (Bidders for the 4th License).

Singapore Wireless: TPG Entry and Early Moves from M1 and Starhub to Counter the Threat.

M1 Posts Disappointing 4Q Results, Capital Expenditure Going Up, Dividends Going Down

Singapore Telcos Show Weak Trends. All Eyes on September New Entrant Deadline

Singtel: Bharti and Intouch Deals Appear Value Neutral.

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New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
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Pan European Healthcare
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We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p>The surprising emergence of <a href="https://www.smartkarma.com/entities/323" target="_blank" data-smartkarma-citation="entities:323:1">TPG (TPM AU)</a> has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has little operating experience in mobile (they have an MVNO with around 500k subscribers in Australia), they may be looking to obtain useful wireless exposure ahead of a potential wireless access NBN-bypass strategy in Australia. </p><p>The MyRepublic bid was well signalled and comes from a recognised disruptive brand. airYotta is an unknown name but seems to be a…</p>

The surprising emergence of TPG (TPM AU) has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has little operating experience in mobile (they have an MVNO with around 500k subscribers in Australia), they may be looking to obtain useful wireless exposure ahead of a potential wireless access NBN-bypass strategy in Australia. The MyRepublic bid was well signalled and comes from a recognised disruptive brand. airYotta is an unknown name but seems to be a…

Singapore Telcos: A (Nasty) TPG Surprise.