Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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Previously, in Event SPACE
This report revisits specific Smartkarma insights involving Stubs, Pairs, Arbitrage, share Classification and Events – or SPACE - in the past...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
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M1Â - 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...
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