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
Bharti Infratel: Margin Squeeze Coming?
We note that Bharti Infratel Ltd (Infratel) reported disappointing growth and margins despite a rising tower sharing factor. While evidence remains...
194 Views
Singapore Moves to Offer Discount Spectrum for a 4th Telecom Entrant
The Singapore Regulator (IDA) has confirmed the path for a 4th operator in Singapore...
245 Views
Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
198 Views
Grameenphone: 4Q15 Recovery to Continue in 2016 Helped by in Market Consolidation in Bangladesh.
Grameenphone Ltd has reported 4Q15 numbers that show a recovery in service revenues helped by strong growth in data. Ebitda was also ahead of...
298 Views