Corporate Action: Take Up TPG Telecom's AUD 5.25 Retail Entitlement Offer Before May 12 Closing Date
We recommend eligible shareholders subscribe to narrow moat TPG Telecom's non-renounceable retail entitlement offer at the fixed price of AUD 5.25...
299 Views
M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
1.1k Views
M1's Reports Modest Improvement in Mobile Trends but Still in Decline.
As noted previously, M1 (M1 SP) is seen as the most vulnerable operator to TPG's (TPM AU) entry in 2018. Their recently released 1Q17 numbers show...
371 Views
Lowering Soul Pattinson's FVE, With Jury Out on TPG Telecom's Bold Move Into Mobile
We lower our fair value estimate for Soul Pattinson to AUD 14.50 from AUD 15.00 per share after taking into account the reduction in our fair value...
447 Views
TPG Telecom's Unwelcome Easter Present to Mobile Incumbents; Fair Value Estimate Cut to AUD 6.60
We reduce our fair value estimate for narrow-moat TPG Telecom by 18% to AUD 6.60 per share. Around 8% of the cut is attributable to the dilutive...
259 Views