- While a series of recurring network incidents at Optus should weigh on near-term stock sentiment, the selldown represents a good buying opportunity – in our view – with Singtel’s longer-term underlying thesis of ROIC improvement, capital management upsides, and EBIT growth still intact.
Recurring network snags at Optus
- - Read this at SGinvestors.io -
- Another network outage on 28 Sep (since restored), limited to a single tower site in New South Wales, was reportedly unrelated to the earlier incident with similar outages documented by the National Broadband Network (NBN) and Telstra (TLS AU).
- - Read this at SGinvestors.io -
The main takeaways:
Premature to gauge financial impact.
- Read more at SGinvestors.io.
