telcos

Broker's Calls

Singapore telcos still lack the 'X' factor. Here's why

SINGAPORE (Sept 20): Maybank Kim Eng is maintaining its “negative” view on the Singapore telco sector in anticipation of more competition from FY18 onwards.

In print this week

How Singapore’s telcos are responding to disruption with innovation

SINGAPORE (April 7): StarHub and Singtel are losing pay-TV customers with the increasing availability of Android TV boxes, free offerings such as Viu and CATCHPLAY, and an expanding array of legal streaming services available today – with Netflix being

Column

TPG Telecom secures more certainty together with sufficient spectrum

SINGAPORE (April 6): DBS Vickers Securities is maintaining its “hold” calls on telcos M1 and Starhub after Tuesday’s conclusion of the first stage of the 2017 general spectrum auction (GSA), where the regulator Infocomm Media Development Authority (

Broker's Calls

Sharing is caring for local telcos. Or is it?

SINGAPORE (Jan 18): Local telcos M1 and StarHub are about to commence studies on the efficacy of sharing its network infrastructure like its base stations and backhaul transmission.

Broker's Calls

Are Starhub’s new plans a sign of continued risk from fourth telco?

SINGAPORE (Aug 22): DBS Group Research has downgraded Starhub and M1 to a “hold” rating, with a target price of $3.65 and $2.85 respectively, as competition from a new entrant remains a possibility.
Trading floor

Best stocks to buy in a season of uncertainty

SINGAPORE (Aug 18): UOB Kay Hian further cut its 2016F market EPS growth estimates to –8.1% from –2.4% after what it calls “another quarter to forget” of disappointing results under the research house’s coverage climbed up to 37% in 2Q from 34%

Broker's Calls

4th telco hopefuls to get funding in time for spectrum auction, says UOB KayHian

SINGAPORE (June 28): MyRepublic and OMGtel are both likely to secure the necessary funding to participate in the auction spectrum come September, according to UOB Kay Hian’s analyst Jonathan Koh, who met with the fourth telco hopefuls.

Broker's Calls

Which Singapore stocks are safest from Brexit fallout?

SINGAPORE (June 27): Maybank Kim Eng is advising Singapore investors to concentrate on defensive yields instead of growth stocks for now, following the UK’s 52-48 vote to leave the EU last Friday.  
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