Singtel HoldCo Trade - A Good Level to Build a Position
Since the start of February, Singtel (ST SP)'s share price has declined by about 11%. As per Smartkarma's Holding Companies (HoldCo) monitor,...
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Circles.Life: Singapore Just Created A Stealth Unicorn - Regional Incumbent Telcos Should Worry
We believe Circles.Life is likely Singapore's newest unicorn thanks to its recent investment from global PE firm Warburg Pincus. We believe the...
955 Views
Starhub (STH): Not as Bad as People Thought
Starhub Ltd (STH SP) share price rebounded after the first call to short it from the pre-Christmas period despite not much had changed in the...
626 Views
Keppel Corp - Trading Cheap To Its Comp Basket
Almost two months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just over 20%...
783 Views
Singtel 1Q20 Result Shows Tough Trends but Guidance Retained. Needs a 2H Recovery.
Singtel (ST SP) recently reported 1QFY20 results. They were not great, with revenues around 1.5% below our estimates as pressure in Singapore and...
554 Views