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...
563 Views
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...
219 Views
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...
226 Views
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...
301 Views