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...
246 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...
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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...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
322 Views