Singtel's Mostly Positive Investor Day
Singapore Telecommunications Limited (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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A Focused Evaluation of Vocus Communications:Â When Infrastructure Meets Salesforce
When infrastructure meets salesforce: a moaty telco rolls up into the big league. From humble beginnings in 2008, Vocus Communications has...
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Telstra's Leading Position and Reliable Cash Flow Make It An Attractive Income Stock.
Telstra Leaves Autohome with AUD 2.1 billion. The sale of its 47.7% shareholding in Autohome is supportive of our positive view on narrow moat...
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Luxury of Telstra's Prodigious Cash Flow Amid Increasing Competitive Blows
Since the start of 2016, narrow moat Telstra's shares have trailed the market by 6%. This has been driven by rising competitive intensity in the...
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Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
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