PLDT's Earnings Shocker. Guidance Reset.
We wrote previously that the Philppine telcos; Philippine Long Distance Tel (PLDT) and Globe Telecom Inc (Globe) already discounted Telstra Corp...
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Telstra: Good Underlying Trends
Telstra Corp Ltd's (Telstra) 1H16 report last week showed underlying trends close to forecast although Ebitda was a bit weak. On the positive side,...
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Telstra: Domestic Strength Can Support Moderate Philippine Investment
Telstra Corp Ltd (Telstra) reports later this week (Thu 18th Feb) and we expect the company to show decent revenue growth. We believe Telstra is...
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Philippine Telcos: Telstra's Entry Now Fully Discounted?
We believe that PLDT and Globe's share price now fully discounts the risk of new entry. This note looks at the damage new entry could do to the two...
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Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
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