M1 Ltd: What Should Investors Make of Its CEO's Share Sales and Expiry of Her In-The-Money Options?
M1 Ltd has guided for a stable performance for the year despite a dull show in Q1. In what could be perceived as its preparation before the entry...
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Malaysian Telcos: A Negative Sum Game
We wrote about tough conditions facing the Malaysian Telcos in Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators. We see...
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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...
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Malaysian Telcos Are Ex-Growth, Before Telekom Malaysia's 4G Entry.
Malaysia wireless trends deteriorated in 4Q15 while fixed line player Telekom Malaysia Bhd (TM) also reported weak revenue growth and disappointing...
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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...
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