Maxis Revenues Stabilizing. Ambitious Long Term Goals in Enterprise and Connectivity
In late January, we upgraded our view on the Malaysian telecom sector after 6 years of being negative. We also and noted that Maxis was best placed...
388 Views
DIGI 4Q Modestly Disappoints but Margins Are Improving and Outlook Is Benign. Upgrade to Neutral
DIGI (DIGI MK) reported a slightly disappointing set of 4Q18 figures, carrying on from 3Q. Service revenue contracted by 2% after growing 0.1% in...
309 Views
Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
672 Views
M1 Offer Coming - Market Odds Suggest a Bump But...
Singapore telecom firm M1 announced on the 28th of December 2018 that Konnectivity Pte. Ltd. (a company jointly owned by Keppel Corp Ltd (KEP SP)...
828 Views
The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
312 Views