Hey, guys – it’s been a while. I’ve been busy with personal consulting projects, so I haven’t had a chance to take a proper look at my investment portfolio. I felt there was no better way to start than by re-analyzing Singtel (Z74), a company that I analyzed in May of 2017. The aim here is to examine how the company’s circumstances have changed after two years.
What I’m Hoping To See
My portfolio is mostly geared towards the ‘Smart Nation’ idea – this means I am interested in companies that have a strong focus on technology and data services. I am hoping to see that Singtel has made developments in any of these areas:
(1) Digital Technology Advancement
(2) Data Analytics
I am expecting an increased demand for data and digital services, so I am hoping to see these services constitute a larger share of Singtel’s bottom-line. I am also hoping