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...
301 Views
DIGI Service Revenue Decline Suggests Worse to Come for the Industry?
Digi.Com Bhd (DIGI) reported disappointing 4Q15 results showing a decline in service revenue, driven by weak voice revenue. Margins contracted by...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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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...
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