TPG Telecom/VHA Merger: ACCC Calls TPG’s Bluff
On Wednesday, the Australian Competition and Consumer Commission (ACCC) decided to oppose the proposed TPG/VHA merger in a botched press release, a...
622 Views
Telstra: Earnings Under Pressure in FY19 but Move to Mobile Should Lead to Gains from FY20.
Recently, Telstra (TLS AU) reported 1H19 numbers which showed declines in revenue, EBITDA and net profit. That seems to have put the brakes on a...
647 Views
Singtel's Weak 3Q18 Results but Dividend Looks Sustainable and Long Term Upside from Associates
Singtel (ST SP)Â recent 3Q18 results were relatively lackluster. Singapore revenue trends were encouraging, but EBITDAÂ remains under pressure esp in...
919 Views
M1 Ltd (M1 SP): Axiata Throws in the Towel, Delisting Looms
After the market close last Friday, M1 Ltd (M1 SP)Â announced that the voluntary conditional offer (VGO) became unconditional as Keppel Corp Ltd...
617 Views
Last Week in GER Research: Softbank, TPG Telecom, Cstone Pharma, Ebang and Facebook
In this version of the GER weekly research wrap, we dig into the debt tender for Softbank Group (9984 JP)Â and assess the merger between TPG Telecom...
460 Views