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telecom

Latest news and analysis on telecom

Equities

Tuas still growing at a strong clip in Singapore

Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the...
Roger Montgomery
Montgomery Investment Management
Expert Insights

Investable assets with long duration and stable yields (and they're not even listed)

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...
Livewire Exclusive
Livewire Markets
Equities

A transformational deal that's not priced in

Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their...
Gary Rollo
Montgomery

The future of Drones, Augmented Reality, and the Internet of Things

We recently attended one of the largest Enterprise Technology conferences globally, CeBIT in Hannover, Germany. The range of Technology verticals represented at CeBIT...
Marc Kennis
Marc Kennis
Pitt Street Research

Telstra's Product Conflict

Michael Glennon
Michael Glennon
Glennon Capital

Is Facebook (FB) going to remake the telecom industry

Jay Soloff
Jay Soloff
Argonath Financial
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