DIGI 3Q18 Results Look a Bit Weak as the Sector Stumbles (Again)
Following a solid 2Q result from DIGI (DIGI MK), investors may be a bit disappointed with the 3Q numbers. Service revenue growth slowed and margins...
464 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
359 Views
DIGI (DIGI MK) 2Q18 Results Show Continued Revenue Growth on Rising Internet Use.
Chris Hoare has been negative on the Malaysian telecom sector for a number of reasons, including sky high valuations, increasing competition...
458 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
117 Views
Malaysian Telcos: Mixed Performance as Axiata Struggles While Maxis and DIGI Show Improvements
As we saw in 4Q17, market conditions for the Malaysian telcos have been more benign than Chris Hoare had previously feared. Competition eased again...
166 Views