Philippine Telecoms Duopoly Confirmed
The announcement that San Miguel Corporation (SMC) was abandoning its telecoms ambitions last week was received positively by the market....
344 Views
A Focused Evaluation of Vocus Communications:Â When Infrastructure Meets Salesforce
When infrastructure meets salesforce: a moaty telco rolls up into the big league. From humble beginnings in 2008, Vocus Communications has...
357 Views
Telstra Offers Continuity and a Special Dividend
Telstra Corp Ltd (Telstra) held its Investor Day in early May where they confirmed their strategy and capital management framework. They did note...
294 Views
Telstra Shows Investors the Money, While Keeping Its Powder Dry
While the foreshadowing of a A$1.5 billion capital management program by narrow moat Telstra is positive, we view it as no more than a teaser. In...
321 Views
Telstra Adds to Capital Management Options with Autohome Sale
As noted yesterday in Telstra: De-Equitization = Must-Own. The Cheaper, Better, Safer Triumvirate and Telstra’s Leading Position and Reliable Cash...
358 Views