Telecoms: Tougher quarters lie ahead in the domestic market
- While the three telcos reported largely in-line 2Q16 results, the going is about to get tougher
- Mobile – Pressured by voice-to-data phenomenon
- Pay-TV – OTT solutions bite
- Broadband – The only silver lining
- CLSA prefers Singtel (Outperform, TP: $4.43), reiterates Sell on M1 (TP: $2.34) and StarHub (TP: $3.31).
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