Malaysian Telcos: A Negative Sum Game
We wrote about tough conditions facing the Malaysian Telcos in Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators. We see...
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Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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Malaysian Telcos Are Ex-Growth, Before Telekom Malaysia's 4G Entry.
Malaysia wireless trends deteriorated in 4Q15 while fixed line player Telekom Malaysia Bhd (TM) also reported weak revenue growth and disappointing...
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DIGI Service Revenue Decline Suggests Worse to Come for the Industry?
Digi.Com Bhd (DIGI) reported disappointing 4Q15 results showing a decline in service revenue, driven by weak voice revenue. Margins contracted by...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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