Malaysian Telco Meetings: Recent Good Results May Be Passing. Competition Remains Fierce.
We recently met the Malaysian operators: DIGI (DIGI MK), Maxis (MAXIS MK), Axiata (AXIATA MK), and Telekom Malaysia (T MK). Malaysia has been a...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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Thai Mobile: DTAC Revenue Declines Again in 3Q17 as Market Share Falls.
When we last wrote about Thailand it was to note the strong growth in data revenues in Thailand that meant our revenue numbers were too low for the...
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Trends Continue to Deteriorate at DIGI as Competition Remains Intense in Malaysia.
We have been negative on the Malaysian telecoms market for some time. We see Malaysian telcos as overvalued and facing a period of declining...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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