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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/20" target="_blank" data-smartkarma-citation="entities:20:1">SingTel's (ST SP)</a> recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies. Management re-affirmed dividend guidance for the next two years, despite a number of challenges facing the businesses, most severely at <a href="https://www.smartkarma.com/entities/953" target="_blank" data-smartkarma-citation="entities:953:1">Bharti Airtel (BHARTI IN)</a>. Following the presentations there was time to see some of the new businesses (IoT, Security, adtech, 5G etc) and on the following day there was a visit to Singtel's new retail outlet (highly…</p>

SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies. Management re-affirmed dividend guidance for the next two years, despite a number of challenges facing the businesses, most severely at Bharti Airtel (BHARTI IN). Following the presentations there was time to see some of the new businesses (IoT, Security, adtech, 5G etc) and on the following day there was a visit to Singtel's new retail outlet (highly…

SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.