SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia
With TPG (TPM AU) the surprise winner of the residual 700MHz spectrum auction in Australia, the game has changed somewhat in the Australian market....
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TPG's Paying $1.5bn to Enter Australian Mobile Market. Or Is It a Negotiating Tactic?
As noted previously in TPG Telecom Entitlement Offer - Grand Plan Revealed, TPG (TPM AU), bought the major block of 2x10MHz of 700MHz spectrum...
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Smartkarma: ECM Coverage Weekly Update (15 April 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs.Accuracy Rate:Our...
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While Vocus Cleans House, a Headwind Appears: FVE Cut, but Shares Still Attractive
We cut our fair value estimate for narrow-moat Vocus Communications Ltd (VOC AU) by 9% to AUD 6.40 per share. TPG Telecom Ltd (TPM AU)'s intention...
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Singapore Telcos. New MVNOs May Be a Solution, Not a Problem Ahead of TPG Entry.
Recent data suggests that the mobile environment in Singapore remains tough. Service revenues continue to fall YoY as they have done for the past...
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