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...
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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
Vocus Group’s Tilt from AGL Energy Is Attractive but Not a Sure Thing
Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. Today, Vocus...
857 Views
Vocus Group’s Generous Bid from EQT Tempered by History
Vocus Group Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. On...
884 Views
TPG Telecom/VHA Merger: ACCC Calls TPG’s Bluff
On Wednesday, the Australian Competition and Consumer Commission (ACCC) decided to oppose the proposed TPG/VHA merger in a botched press release, a...
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