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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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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DIGI/Maxis: Margins Recover but Malaysian Telcos Face Increased Competition and Lower Returns
Both DIGI (DIGI MK) and Maxis (MAXIS MK) reported last week. The third mobile operator Axiata (AXIATA MK) will only report in late November but we...
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