Starhub's Mobile & PayTV Businesses Struggling. Gains from Enterprise Services the Bright Spot.
Unlike M1 (M1 SP) which delivered decent results (with growth in mobile service revenues (MSR) and fixed line), Starhub (STH SP) continues to...
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M1 Shows Positive Service Revenue Trends Ahead of TPG's Entry.
M1 Ltd (M1 SP) reported 1Q18 results under the new SFRS-15 accounting standards (IFRS-15 is being adopted across the region). And as with other...
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Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.
The threat of a new telco entrant in Singapore has been a key factor in the relatively weak share price performance (-2%) of the operators in the...
358 Views
Axiata More Upbeat at Analyst Day as Key Subsidiaries Improve.
We met Axiata (AXIATA MK) recently at an Analyst Day in Kuala Lumpur. The tone was quite different from the past couple of years and was decidedly...
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