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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Singapore Telcos - StarHub's Dividend Cut Increases Likelihood of Aggressive Spectrum Bid
StarHub's FY2016 results were abysmal. But, the biggest disappointment was the 20% dividend cut to 16c per share for FY2017. We warned about the...
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M1 Stuck on Hold. Weak 4Q Numbers
With TPG's (TPM AU) entry looming, M1 (M1 SP) is seen as the most vulnerable operator. We would argue that much is in the price with the stock down...
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M1 Q4 2016: Subdued
M1 came out with a subdued set of Q4 2016 results. Revenue increased by 1.9% ( Although service revenues declined by 8% ) and together with costs...
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