Spectrum Refarming Increases Competitive Pressure on Malaysian Telcos.
Refarming spectrum the catalyst for market breakdownThe Malaysian regulator announced new spectrum allocations over a year ago, but they only came...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
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Smartkarma: ECM Coverage Weekly Update (24 June 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. It has been another...
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Maxis - No End of Woes in Sight
Maxis plans to raise US$390m through a primary placement in order to repay borrowings and fund its expansion/growth plans. The sector overall...
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Malaysian Wireless Operators See Falling Subscriber Numbers & Revenues. Competition Starting to Bite
Our view remains that the Malaysian incumbent wireless operators continue to look overvalued. Service revenues fell by 3.3% YoY in 4Q16, and it is...
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