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...
247 Views
M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.
After an extended period of weakness, M1 (M1 SP) finally reported a much improved mobile service revenue trend, with positive YoY growth for the...
268 Views
Global Equity Seasonality: Q4 Trends
Over the observable past using index data and Fama-French "6-portfolio" data (the data intersections of small cap and large cap with Value,...
262 Views
Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
216 Views
Telstra's Dividend Cut Shocks Locals but Delivers Flexibility and Looks to a Worst Case Outcome
Telstra (TLS AU) delivered a reasonable FY17 operating performance, but this has been overshadowed by the Board's decision to rebase the dividend...
241 Views