Welcome!
TPG Telecom
In print this week
Who would buy the smallest of Singapore’s 3 telcos
SINGAPORE (March 24): When news broke a week ago that M1’s top three shareholders were “conducting a strategic review” of their respective stakes in the mobile network operator.
March 24, 2017
Broker's Calls
Is it a good 'buy' for M1 amid potential stake sale?
SINGAPORE (March 20): M1 on Friday saw its share price surge by 8% before trading was suspended, ahead of an announcement of a strategic review by shareholders Axiata Group, Keppel Telecommunications & Transportation (Keppel T&T), and Singapore Press Hold
March 20, 2017
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.
January 18, 2017
Broker's Calls
M1, StarHub upgraded after signalling potential collaboration
SINGAPORE (Jan 16): DBS Group Research has upgraded telcos M1 and StarHub to “hold” from “fully valued” after the pair last week signalled their intention to join hands against the competition.
January 16, 2017
M1, StarHub sign MOU for deeper mobile network cooperation
SINGAPORE (Jan 12): M1 and StarHub on Thursday signed a Memorandum of Understanding (MOU) to study potential further collaboration in mobile infrastructure sharing.
January 12, 2017
Broker's Calls
This telco is still the subject of M&A market talk
SINGAPORE (Dec 27): RHB is keeping its “neutral” call on M1 with lower target price of $2.05 given the emergence of TPG Telecom, dubbed a “potentially disruptive but likely rational” fourth mobile player by the research house.
December 27, 2016
Broker's Calls
How TPG is about to disrupt Singapore’s mobile industry
SINGAPORE (Dec 19): UOB Kay Hian is maintaining its “underweight” call on the telecommunications (telecom) sector now that TPG Telecom has emerged victorious as Singapore’s fourth mobile operator.
December 19, 2016
Broker's Calls
These 2 telcos could see earnings slashed as TPG joins the fray
SINGAPORE (Dec 16): DBS Group Research is keeping its “fully valued” calls on M1 and StarHub, with earnings for the two telcos forecast to decline by 38% and 25% respectively by 2020, compared to 2015 levels.
December 16, 2016
Broker's Calls
TPG has won the 4th mobile licence, so what’s next?
SINGAPORE (Dec 15): CIMB is maintaining Singtel as its preferred telco pick with an "add" call with $4.50 target price while sticking to its “hold” calls for M1 and StarHub.
December 15, 2016
TPG Telecom wins race to become Singapore’s fourth telco
SINGAPORE (Dec 14): TPG Telecom has beaten MyRepublic to emerge victorious in the race to become Singapore's fourth mobile operator.
December 14, 2016