TPG Telecom Mobilises in Singapore; Fair Value Estimate Dialled Down
While we are maintaining our AUD 8.00 fair value estimate on narrow moat TPG Telecom, a recent trip to Singapore has heightened our reservations...
294 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.7k Views
TPG Confirmed as Fourth Mobile Entrant; StarHub FVE Down to S$2.50
Australian telecom operator TPG has purchased mobile spectrum licenses in Singapore and confirmed plans to launch a mobile network in 2018. We...
249 Views
Singapore Telcos: And Then There Were Two (Bidders for the 4th License).
After some delay, the Singapore regulator (IMDA) announced yesterday there were two qualified candidates for the 4th cellular license: MyRepublic...
310 Views
M1 3Q2016 :Â Depressing ARPU Trend To Spillover Into Comps ?
The M1 3Q 2016 results demonstrate how headwinds for the telecom industry in Singapore are getting stronger. For those of you who have not looked...
314 Views