Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Singapore Telcos - Catching the 'Pokémon Go' Wave
Pokémon Go application usage has surpassed the average time per day spent on Facebook, Whatsapp, Instagram, Twitter, Tinder and Snapchat in the...
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M1's Downgrades 2016 Guidance Due to Over-The-Top Messaging Service Erosion
As a result of disappointing earnings year-to date, management lowered its 2016 guidance for net profit to “single-digit decline” from “stable...
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Singapore Telcos - Has the Market Forgotten?
There have been a handful of insights written by New Street Research , Raghav Kapoor and Morningstar on Singapore (SG) telcos since the...
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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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