A Rare Instance of NBN Friending as Opposed to Upending TPG Telecom
The 2%-3% upgrade to TPG Telecom Ltd (TPM AU)'s fiscal 2018 EBITDA guidance to AUD 825-830 million needs to be put in context. We calculate AUD 13...
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Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral
Telstra's (TLS AU) 1H18 result was within managed expectations, with only the Ooyala non-cash impairment of A$273m an unexpected negative. While we...
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Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.
The threat of a new telco entrant in Singapore has been a key factor in the relatively weak share price performance (-2%) of the operators in the...
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Singapore Telcos: Buckling Down Ahead of New Entrant.
With all three Singapore operators having reported 3Q numbers, there has been a small improvements in negative trends with mobile service revenue...
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