M1 - Not Enough Big Monsters Lurking
Sometimes there are monsters lurking under the waves.And sometimes there are none.The New NewsToday, after the close, Axiata Group Berhad (AXIATA...
359 Views
TPG Telecom Will Be a 4th Australian Operator, Or (More Likely) Merge with VHA to Create a Large No3
We have looked in some detail at TPG's (TPM AU) plan to build a 4th mobile network in Australia. We believe that initial gains are driven by...
365 Views
NetLink Trust IPO Review - A Monopoly with Regulated Returns Makes It Seem More like a Bond
NetLink Trust (NLT SP) is raising US$1,683 -Â 1,956m in its upcoming IPO. Proceeds raised will be used to pay down debt and acquire units of NLT...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
311 Views
Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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