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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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...
139 Views
Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
210 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
167 Views
DIGI Delivers Improved 4Q17 Numbers but Outlook Tough and Spectrum Costs Rising
DIGI (DIGI MK) posted an improved 4Q17 set of numbers, with Ebitda up +0.6% and service revenues rising +2.5% QoQ. However, guidance for 2018 was...
144 Views