TPG Sets Its Sights on SingTel's Home Markets, but FVE up to SGD 3.65 on Associates and Currency
We increase our fair value estimate for Singapore Telecommunications Limited (ST SP) to SGD 3.65Â per share from SGD 3.50 per share following the...
255 Views
M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
312 Views
M1 Posts Broadly In-Line 2Q 2017 Results, but New Competitor Launch Looms
M1’s second-quarter 2017 result was broadly in line with our expectations, with services revenue up 0.4% year on year, EBITDA down 10.7%, and EPS...
228 Views
M1 - Not Enough Big Monsters Lurking
Sometimes there are monsters lurking under the waves.And sometimes there are none.The New NewsToday, after the close, Axiata Group Berhad (AXIATA...
365 Views
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...
368 Views