The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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M1 Posts Disappointing 4Q Results, Capital Expenditure Going Up, Dividends Going Down
M1’s fourth-quarter 2016 result was again slightly worse than our expectations with services revenue down 3.9% year on year, EBITDA down 18.3% and...
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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. To summarize: 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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