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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
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