TPG Telecom Will Be a 4th Australian Operator, Or (More Likely) Merge with VHA to Create a Large No3
We have looked in some detail at TPG's (TPM AU) plan to build a 4th mobile network in Australia. We believe that initial gains are driven by...
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NetLink Trust IPO Review - A Monopoly with Regulated Returns Makes It Seem More like a Bond
NetLink Trust (NLT SP) is raising US$1,683 -Â 1,956m in its upcoming IPO. Proceeds raised will be used to pay down debt and acquire units of NLT...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
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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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Telstra: Good News as Roaming Risk Removed. TPG Risk Manageable. Dividend to Be Maintained.
Finally, there has been some good news for Telstra (TLS AU) with the ACCC issuing its draft decision not to declare a domestic mobile roaming...
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