Malaysian Telcos Flounder as Competition Increases
The big three Malaysian operators saw further top line deterioration in 1Q16 with market share drifting to U-Mobile. We view the market as having...
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XL Axiata's Share Price Tracks Towards Rights Price and Ignores Improving Market Conditions
We wrote recently about ongoing market repair for the Indonesian telecoms names. Until mid April the share prices of all three large listed telcos...
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Malaysian Telcos. Results Point to More Pain Ahead
Two of the Malaysian telcos have now reported 1Q16 numbers. They do not make pretty reading. Maxis Bhd (Maxis) had been outperforming peers but has...
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M1 Is Priced for a New Entrant.
M1 Ltd (M1)'s results were not particularly strong as Ashish Saxena pointed out earlier today. The questions around the CEO's ESOP share...
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M1 Ltd: What Should Investors Make of Its CEO's Share Sales and Expiry of Her In-The-Money Options?
M1 Ltd has guided for a stable performance for the year despite a dull show in Q1. In what could be perceived as its preparation before the entry...
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