Singtel

Singtel (Buy) – Q4 FY23: Robust top line again; easing cost pressure as expected; FY23 pay-out at higher end of guidance

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders

PT Telkom – Telkomsel-Indihome merger: Our Take

Feedback from Asian Telco Tour. Were bullish. Are more bullish, especially in Asian DM - Global Weekly Review