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...
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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...
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The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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DIGI.com Reports Weak 4Q16 Results. We See Tough Times Ahead for Malaysian Wireless Operators.
Our last note looked at DIGI (DIGI MK) and Maxis (MAXIS MK) vulnerability to Telekom Malaysia's (T MK) 4G entry. We look for this to show up in...
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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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