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Singapore telcos
Broker's Calls
TPG's entry delayed but still remains a threat to Singapore telcos
SINGAPORE (Nov 29): Although the year is drawing to an end, TPG has yet to announce its commercial launch this year. This is despite TPG saying in September that it was on track to meet its outdoor-coverage milestones set by IMDA.
November 29, 2018
Broker's Calls
Competition heats up in telco sector and the catchphrase is 'free'
SINGAPORE (June 12): UOB Kay Hian continues to rate the telecommunications sector as “market weight” as competition within the sector has intensified even before TPG Telecom has launched its mobile services on a commercial basis.
June 12, 2018
Broker's Calls
Telco sector upgraded to 'neutral' even as incumbents brace for TPG entry
SINGAPORE (Apr 3): Maybank Kim Eng Research has upgraded the Singapore telecommunications sector to “neutral” from “negative” previously.
April 03, 2018
Broker's Calls
Don't catch the telco falling knife before TPG launch, says UOB
SINGAPORE (Mar 12): Investors should not catch a falling knife by buying TPG before it launches its mobile services, says UOB KayHian.
March 12, 2018
Broker's Calls
Tight competition ahead for Singapore's telcos
SINGAPORE (Jan 10): Tight competition within Singapore’s Telecommunications sector should persist in 2018, with the new entrants joining the fray, according to RHB.
January 10, 2018
Broker's Calls
Brokerages keep M1 on 'hold' after dip in 3Q earnings
SINGAPORE (Oct 17): M1 has received four “holds”, one “buy” and one “sell” from research houses after posting its results on Monday.
October 17, 2017
Broker's Calls
Negatives of telco wars not yet fully priced in, says Maybank
SINGAPORE (Sept 14): Maybank Kim Eng Research is initiating coverage on the Singapore telecommunications sector with a “negative” rating, backed by its belief that the market has not fully priced in the impending entry of TPG Telecom.
September 14, 2017
Broker's Calls
Competitive risks increase for Singapore telcos from new entrants
SINGAPORE (Aug 23): RHB is maintaining its “neutral” call on all three Singapore telcos as its 1H17 results reflect the still-keen competition in the market and persistent structural mobile service revenue (MSR) weakness.
August 23, 2017
Broker's Calls
M1 could gain if MyRepublic telco dreams come true
SINGAPORE (June 2): Internet provider MyRepublic is reviving its telco dreams, after losing out in a race last year to become Singapore’s fourth mobile operator.
June 02, 2017
Fitch downgrades Singapore telco outlook to ‘negative’ on rising competition
SINGAPORE/SYDNEY (April 5): Aggressive bidding in Singapore's April 2017 spectrum auction is a clear indication of rising telecom competition, says Fitch Ratings.
April 05, 2017