Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
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DIGI Delivers Improved 4Q17 Numbers but Outlook Tough and Spectrum Costs Rising
DIGI (DIGI MK) posted an improved 4Q17 set of numbers, with Ebitda up +0.6% and service revenues rising +2.5% QoQ. However, guidance for 2018 was...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Malaysian Telco Meetings: Recent Good Results May Be Passing. Competition Remains Fierce.
We recently met the Malaysian operators: DIGI (DIGI MK), Maxis (MAXIS MK), Axiata (AXIATA MK), and Telekom Malaysia (T MK). Malaysia has been a...
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Trends Continue to Deteriorate at DIGI as Competition Remains Intense in Malaysia.
We have been negative on the Malaysian telecoms market for some time. We see Malaysian telcos as overvalued and facing a period of declining...
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