SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.
SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies....
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Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
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Vocus Calls in a Veteran Phone Operator
We view Vocus Communications Ltd (VOC AU)'s appointment of Kevin Russell as the new CEO as a win-win for both parties. It provides the...
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Telstra's Road to Recovery Paved With Cost-Cut Opportunities
Stock trading at significant discount to fair value estimate, with cost-out "self-help" set to go a long way towards closing it.We are confident...
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Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
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