TPG Telecom

Broker's Calls

Year of trepidation for telcos on MVNO threat

SINGAPORE (Jan 12): UOB Kay Hian has turned defensive on the telco sector as channel checks indicate TPG Telecom's network deployment is progressing smoothly and is on track for its year-end commercial launch.

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

Why Singtel remains OCBC's sole 'buy' pick in a subdued sector

SINGAPORE (Nov 23): OCBC Research is remaining “neutral” on Singapore’s telco sector as it anticipates a decline in average revenue per user (ARPU) by 14-20% over the next years while TPG secures mobile revenue market share of about 6% by 2021.

Broker's Calls

Has the telco price war started even before TPG's entry?

SINGAPORE (Oct 16): DBS Group Research says M1 is taking a leaf out of Circles.Life’s playbook and undercutting the efforts of Singtel and StarHub to stabilise average revenue per user (ARPU) – even before the entry of fourth mobile operator TPG Telec

Broker's Calls

M1’s biggest selling point is now its drawback

SINGAPORE (Oct 16): DBS Group Research is maintaining M1 at “fully valued” with a target price of $1.49 given lower dividends on earnings decline as revenues come under pressure and costs escalate.

How StarHub plans to push past the negativity

SINGAPORE (Oct 13): StarHub, the country’s second-largest telco, is being pressured on all sides.

Broker's Calls

3 stocks to buy as threat from overstretched TPG Telecom abates

SINGAPORE (Sept 27): UOB Kay Hian is keeping its “buy” recommendations on M1, Singapore Telecommunications (SingTel), and NetLink NBN Trust amid a delay in the entry of Singapore’s fourth mobile operator to the second half of 2018.

Broker's Calls

Telcos upgraded as fallen share prices better reflect TPG threat

SINGAPORE (Sept 25): CIMB Research is upgrading its rating on the Singapore telco sector to “neutral”, from “underweight” previously, as the worst appears to be over – for now.

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.

Broker's Calls

Incumbent telcos hold the line as TPG threat fades

SINGAPORE (Aug 30): Analysts have expected Singapore’s incumbent telecommunications operators Singapore Telecommunications (SingTel), M1, and StarHub to see their businesses disrupted following the entry of TPG Telecom as the republic’s fourth mobile
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