Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Vocus Communication - Seems to Lack near Term Accretion
Vocus Communication (VOC) plans to raise A$652m through a combination of an entitlement offer and a A$200m institutional placement.The deal scores...
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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...
323 Views
Luxury of Telstra's Prodigious Cash Flow Amid Increasing Competitive Blows
Since the start of 2016, narrow moat Telstra's shares have trailed the market by 6%. This has been driven by rising competitive intensity in the...
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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...
432 Views