Converge ICT Pre-IPO - Peer Comparison - Not a Clear Cut Winner
Converge ICT aims to raise around US$500m in its Philippines listing later this year. Converge ICT (CICT) is the largest high-speed fixed...
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Converge ICT Pre-IPO - Fast Growth, Low Penetration, COVID Resistant
Converge ICT Solutions Inc (ITC PM) aims to raise around US$500m in its Philippines listing later this year.Converge ICT (CICT) is the largest...
665 Views
Converge ICT Solutions IPO Initiation: Well Connected
Converge ICT Solutions Inc (ITC PM) is the only major pure-play fixed broadband provider, with an exclusive focus on serving the Philippine fixed...
557 Views
SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti
This morning Singtel (ST SP) announced its FY20 (Mar-Y/E) results. The key takeaways were: A 2% decline in operating revenue of S$16.54bn. 4Q20...
718 Views
Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
554 Views