Malaysian Wireless: Telekom's 4G Entry Still Not Factored In. Maxis and DIGI Look Vulnerable.
In 2016 we saw the start of the breakdown of the Malaysian wireless oligopoly which has delivered super high returns for the three operators but is...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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Smartkarma - ECM Weekly (12 Dec 2016)
This insight is a weekly update on the deals we have covered recently, along with upcoming IPOs.Accuracy Rate:Our accuracy rate so far this year...
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Telekom Malaysia - First Khazanah Sell-Down Post-GFC
Telekom Malaysia Bhd (T MK) 's main shareholder Khazanah Nasional Berhad is selling US$126m of shares after it fell by 11% in two months. The deal...
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DIGI/Maxis: Margins Recover but Malaysian Telcos Face Increased Competition and Lower Returns
Both DIGI (DIGI MK) and Maxis (MAXIS MK) reported last week. The third mobile operator Axiata (AXIATA MK) will only report in late November but we...
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