The investment, however, will happen only if the government provides a comprehensive package covering all the liabilities of Vi, including dues based on adjusted gross revenue (AGR) and spectrum payments.“If the deal happens, TGH will take the promoter status and take control from existing promoters Operational ExpertiseThe New York-based investment firm is not seeking a waiver of all dues, but a restructuring of the liabilities that will give some breathing space to the company, and has submitted a detail ...

新加坡海峡时报指数（STI）表现与构成 - 截至上周五，新加坡海峡时报指数（STI）已上涨16.7% [1] - 指数权重高度集中，星展集团、华侨银行、大华银行三家银行合计控制指数超过50%的权重 [1] - 加上新加坡电信约7.5%的权重，这四家公司共同主导了STI近60%的指数构成 [1] 主要权重股表现与挑战 - 华侨银行和大华银行在2025年上半年净利息收入均出现下降，并采取了削减股息的应对措施 [2] - 年初至今，华侨银行股价基本持平，而大华银行股价则下跌了5% [2] - 与之相对，星展银行股价年初至今上涨超过21%，但其估值已达市账率的2.2倍，存在溢价 [2] - 新加坡电信股价年初至今上涨近40%，主要受其Singtel28转型计划推动 [3] - 但其澳大利亚子公司Optus在两周内遭遇两次网络中断，影响了紧急电话线路，而Optus贡献了新加坡电信一半的收入，这对转型计划构成潜在阻碍 [3] 房地产投资信托（REITs）的积极贡献 - 房地产板块（包括REITs和房地产开发商）占STI权重的16.7%，正成为指数上涨的重要推动力 [4] - 在经历两年利率上升的冲击后，REITs情况开始好转 [4] - 凯德综合商业信托、星狮地产信托以及STI新成分股吉宝数据中心REIT今年均已增加分派 [5] - 丰树泛亚商业信托上周五公布了六个季度以来的首次每单位分派（DPU）增长，扭转了下行趋势 [6] - REITs的真正收益在于其能够以更低利率为现有债务再融资，这个过程需要数个季度而非数周才能体现 [6] 其他高股息承诺公司 - 新加坡交易所和新加坡科技工程有限公司分别占STI权重的3.4%和3.2% [7] - 新加坡交易所目标在2028财年将年度股息提升至0.525新元，较2025财年的0.375新元增长40% [7] - 新加坡科技工程有限公司预计2025年股息将同比增长6%，并从2026年起，股息增幅将相当于利润增幅的三分之一 [8] 指数表现驱动力与投资策略 - STI中60%的权重股目前表现停滞，但指数的其余部分正提供主要动力 [9] - 在银行股受降息影响和新加坡电信处理Optus问题之际，REITs正在进行再融资，新加坡交易所计划大幅提高股息，新加坡科技工程则分享利润增长 [9] - 投资策略的重点在于获取股息收益，而非预测指数短期走势，通过持有派息股票在等待期间获得回报 [10]

Successful transaction positions TELUS as a global leader in AI-powered digital customer experience and SaaS transformation across multiple industries Closer integration expected to propel the growth trajectory of TELUS' telecommunications, health, agriculture and consumer goods sectors, while giving TELUS Digital capacity to drive further growth opportunities across its external client base Operational efficiencies expected to generate approximately $150 million annually VANCOUVER, BC , Oct. 31, 2025 /PRNe ...

Shares of telecommunications operator T-Mobile ( TMUS ) are trading at an average P/E ratio of around 20. And I suggest that this valuation is unfair to the company and the telecommunications industry as aI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets f ...

Millicom (Tigo) acquires Telefónica Ecuador for USD 380 Million, strengthening its South American footprint Luxembourg, October 30, 2025 – Millicom International Cellular S.A. (“Millicom”) today announced the successful completion of its USD 380 million acquisition of Telefónica’s telecommunications operations in Ecuador. This transaction represents another major step in Millicom’s strategy to deepen its presence in South America, following the company’s recent acquisition of Telefónica Uruguay. With this a ...

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公司事件与战略 - Verizon Communications Inc 被华尔街分析师列为10只最佳道琼斯指数成分股之一 [1] - 公司于10月8日宣布已同意收购下一代固定无线宽带服务提供商Starry [1] - 此次收购旨在帮助公司利用Starry的先进毫米波技术和市场影响力 为多住户单元和城市社区提供高速互联网服务 [2] 收购协同效应与技术基础 - 公司拥有庞大的光纤网络和大量的毫米波频谱持有量 这为扩展服务提供了强大基础 有助于提供超高速和大容量服务以满足密集城市区域和公寓楼的需求 [3] - Starry在波士顿、纽约、洛杉矶、丹佛和华盛顿特区拥有近10万名多住户单元客户 其网络为公司扩大固定无线接入业务覆盖提供了坚实机会 [4] - 此次收购预计将于2026年第一季度完成 [4] 公司业务概况 - Verizon Communications Inc 是一家美国技术与电信公司 提供网络连接、娱乐和安全解决方案 [4]

AT&T has launched Connectopia at the Intuit Dome, leveraging its Fiber and 5G technology to offer an immersive, AI-driven experience for Los Angeles Clippers fans.The initiative is supported by AT&T's fast and reliable fiber and 5G capabilities, aiming to transform the game-day experience into a participatory space for fans.Financially, AT&T has been reiterated a "Buy" rating by UBS with a price target of $31, indicating a potential upside of approximately 25.58%.AT&T (NYSE:T) is a major player in the telec ...

文章核心观点 - 石油和天然气行业是一个繁荣与萧条交替的周期性行业 需要耐心和经验来投资 [2] - 分析服务专注于在石油和天然气领域寻找价值被低估的公司 分析内容包括资产负债表 竞争地位和发展前景 [1] 分析师背景 - 分析师为一名退休注册会计师 拥有工商管理硕士和文学硕士学位 [2] - 分析师多年来一直专注于石油和天然气行业的研究 [2]

文章核心观点 - 分析服务专注于在石油和天然气领域寻找被低估的公司 [1] - 分析涵盖公司的资产负债表、竞争地位和发展前景 [1] - 石油和天然气行业是一个周期性行业，需要耐心和经验 [2] 分析师背景 - 分析师为一名退休注册会计师，拥有工商管理硕士和文学硕士学位 [2] - 分析师多年来专注于石油和天然气行业 [2]