DIGI: Service Revenue Growth Remains Negative. Stocks Rallying into Rising Competition.
The first Malaysian Telco to report 2Q16 numbers was Digi.Com Bhd (DIGI). While results were in line with estimates, they do show declining revenue...
226 Views
Malaysian Telcos Flounder as Competition Increases
The big three Malaysian operators saw further top line deterioration in 1Q16 with market share drifting to U-Mobile. We view the market as having...
208 Views
XL Axiata's Share Price Tracks Towards Rights Price and Ignores Improving Market Conditions
We wrote recently about ongoing market repair for the Indonesian telecoms names. Until mid April the share prices of all three large listed telcos...
223 Views
Malaysian Telcos. Results Point to More Pain Ahead
Two of the Malaysian telcos have now reported 1Q16 numbers. They do not make pretty reading. Maxis Bhd (Maxis) had been outperforming peers but has...
234 Views
M1 Is Priced for a New Entrant.
M1 Ltd (M1)'s results were not particularly strong as Ashish Saxena pointed out earlier today. The questions around the CEO's ESOP share...
236 Views