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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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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Singapore Telcos Spectrum Auction - It Just Got a Whole Lot More Expensive
In our previous insight, we pointed out that there will likely be aggressive bidding in the General Spectrum Auction (GSA) and the event will be a...
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NetLink Trust IPO Early Thoughts -Â A Monopoly with Stable Cash Flow
Last week, Singtel reported that it has engaged three banks for the IPO of Netlink Trust. While the prospectus has not been filed yet, we offer...
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StarHub's Changing Constellation
At the beginning of February StarHub Ltd released a really terrible set of results for its FY2016 and cut its dividend by 20% for FY2017 to 16c per...
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