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...
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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...
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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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