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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GMA7: TV for Filipinos Around the World with M&A Potential
The company trades at 5 year low PEĀ Share price lost 42% since peak 6.5% dividend yield Stable revenue from high TV ownership, and top quality...
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Untethered Thoughts: Globe Takes the Belt
Globe has wrested wireless subscriber market share leadership from PLDT with 52% share in end-2016 Momentum likely remains at its side and to turn...
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Philippine Telcos Struggle to Grow Despite the Vibrant Economy
The 2Q16 results fromĀ PLDT (TEL PM)Ā andĀ Globe (GLO PM)Ā revealĀ the challenges facing theĀ Philippine telecom industry, which is struggling despite...
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Singtel's Mostly Positive Investor Day
Singapore Telecommunications LimitedĀ (Singtel) held an investor day this week to detail their key areas of progress. It was mostly reasonably...
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