JMDC Placement - Lots to like but past Deals Have Been Mixed and It Is Expensive
JMDC Inc (4483 JP) aims to raise around US$235m, US$150m coming via an international offering and the rest via issuing shares to its largest...
389 Views
Freee KK: Quantamental Reveals the Company May Break-Even Over the Next 2-Years
Freee, the Japanese cloud-based accounting and HR/Payroll software provider to SMEs has seen a huge rally in its share price over the past few...
466 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
Watch Out Below
Malaysian telcos reported a reasonable 3Q set of numbers. Axiata continues to under perform and we see further downside notwithstanding its foreign...
228 Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
291 Views