The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Malaysian Telcos: Mixed Performance as Axiata Struggles While Maxis and DIGI Show Improvements
As we saw in 4Q17, market conditions for the Malaysian telcos have been more benign than Chris Hoare had previously feared. Competition eased again...
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DIGI Returns to Growth as Competition Eases and Data Use Continues to Grow Rapidly.
DIGI (DIGI MK) posted positive YoY service revenue growth for the first time in 10 quarters (+0.7% YoY). The growth was due to improved ARPU trends...
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Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
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Malaysian Operators Show Signs of Improvement but Challenges Remain
Chris Hoare has been concerned that the Malaysian telecom market was both ex growth and facing heightened competition from new entrants, U-Mobile...
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