Singapore Telcos: A (Nasty) TPG Surprise.
The surprising emergence of TPG (TPM AU)Â has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has...
367 Views
Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
411 Views
Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning
IDA announced that airYotta, MyRepublic and TPG Telecom have submitted bids for the fourth mobile license.This is just the beginning of a...
528 Views
Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
318 Views
Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
382 Views