Untethered Thoughts: Globe Takes the Belt
Globe has wrested wireless subscriber market share leadership from PLDT with 52% share in end-2016 Momentum likely remains at its side and to turn...
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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...
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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...
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Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
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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...
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