SingTel Keeping Most of the Netlink Trust Proceeds; FVE Down to SGD 3.55, Mainly on Currency
We lower our fair value estimate for SingTel to SGD 3.55 from SGD 3.65 per share following the release of broadly in-line second-quarter fiscal...
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Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.
At Telstra's (TLS AU) recent Analyst Day, the focus was on the $3bn earnings gap caused by the roll-out of the NBN. As Morningstar commented in ...
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M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.
After an extended period of weakness, M1 (M1 SP) finally reported a much improved mobile service revenue trend, with positive YoY growth for the...
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The Game Getting Tougher but TPG Telecom Keen to Play a Different Game
TPG Telecom's ninth consecutive year of record underlying EPS, one that grew 12% in fiscal 2017 to AUD 0.48 and beat our estimate by 8%, is just a...
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Telecom Results To-Date a Sign of Things to Come for TPG Telecom; FVE Cut to AUD 6.00
We cut our fair value estimate on TPG Telecom Ltd (TPM AU) by 9% to AUD 6.00, ahead of its fiscal 2017 results release on Sept. 19. Recent reports...
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