Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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TPG Sets Its Sights on SingTel's Home Markets, but FVE up to SGD 3.65 on Associates and Currency
We increase our fair value estimate for Singapore Telecommunications Limited (ST SP) to SGD 3.65 per share from SGD 3.50 per share following the...
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M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
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M1 Posts Broadly In-Line 2Q 2017 Results, but New Competitor Launch Looms
M1’s second-quarter 2017 result was broadly in line with our expectations, with services revenue up 0.4% year on year, EBITDA down 10.7%, and EPS...
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