Singapore Wireless: TPG Entry and Early Moves from M1 and Starhub to Counter the Threat.
The news that TPG Telecom Ltd (TPM AU) won the 4th Singapore license was rather lost in the rush towards Christmas.Ā To summarize:Ā TPG was the...
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Untethered Thoughts: Globe Takes the Belt
Globe has wrested wireless subscriber market share leadership from PLDT with 52% share in end-2016 Momentum likely remains at its side and to turn...
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TPG Telecom Mobilises in Singapore; Fair Value Estimate Dialled Down
While we are maintaining our AUD 8.00 fair value estimate on narrow moat TPG Telecom, a recent trip to Singapore has heightened our reservations...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and fromĀ attempts to realize real...
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Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
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