Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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StubWorld - Set-Up & Unwind Extremes:Â Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
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Philippine Telcos: Recent Meetings Suggest PLDT's Fixed Line Investments Are Starting to Pay Off.
Iain Johnston recently met the Philippine telcos and came away with a continued preference for PLDT (TEL PM) over Globe Telecom (GLO PM). While we...
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Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
357 Views
TEL: Fixed-Line Broadband Demand Growth Called For
More attractive to analysts, good price momentum, and cheap on acore profit basis relative to its sector TEL should benefit from an estimated 10m...
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