Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
420 Views
China Mobile: Top Line Accelerates Again
China Mobile's (941 HK) 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline...
295 Views
M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
1k Views
Narrow-Moat China Mobile Reports Solid First-Quarter Result and Still Smashing Fixed-Line Broadband
China Mobile’s first-quarter 2017 was broadly in line with expectations with service revenue up 6.1%, EBITDA up 3.0%, and net profit up 3.7%. This...
376 Views
China Mobile Recovery Trade
China Mobile has underperformed China Unicom (CU bull breakout and buy call) but is nearing absolute support where we see a catch up trade as...
315 Views