Malaysian Telcos: DIGI and Maxis Struggle in an Ex Growth Telecom Market. No Recovery in Sight.
Two incumbent Malaysian telcos reported 2Q17 results recently: DIGI (DIGI MK) and Maxis (MAXIS MK). Both are battling with the tough situation...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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Last Week in Event SPACE (22 July 2017)
No mangalores last week, no krakens this week. But more on Global Logistic Properties Ltd (GLP SP) and those non-conditional regulatory approvals;...
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M1 Struggles Continue
M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs...
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Channel Checks - Poor Read Across M1, but PayTV Is the Silent Killer for StarHub
Since the launch of Netflix, StarHub's Pay TV business has been suffering from the loss of subscribers. Steven Clontz, the Chairman of StarHub,...
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