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Axiata Group (AXIATA MK)
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340
Analysis
Communication Services
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Malaysia
Axiata Group Berhad is a telecommunication company. The Company's main activities is the establishment, maintenance, and provision of telecommunications and related services.
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bullish
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Vodafone Idea
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25 Mar 2017 09:53
India: Vodafone/IDEA Merger Is Positive for Both. Market Repair Is Good for Surviving Operators.
We view the now-confirmed deal between Vodafone (VOD LN) and IDEA (IDEA IN) as positive for investors in both stocks. Much of the announced deal...
New Street Research
172 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 09:42
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
New Street Research
2.3k Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2017 19:19
The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
Angus Mackintosh
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270 Views
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bearish
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Maxis Bhd
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14 Feb 2017 17:13
Maxis Outperforms Its Malaysian Peers but Faces Weak Revenue Trends. Competition Is Increasing.
After DIGI (DIGI MK) reported somewhat disappointing results, Maxis (MAXIS MK) delivered what will be the best from the sector with net profit well...
New Street Research
217 Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2017 18:52
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
Angus Mackintosh
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268 Views
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