Trends Continue to Deteriorate at DIGI as Competition Remains Intense in Malaysia.
We have been negative on the Malaysian telecoms market for some time. We see Malaysian telcos as overvalued and facing a period of declining...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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MAXIS: 4G Network Drives Growth
Cheap on a PE basis, good price momentum, and low volatility in salesrelative to its sector MAXIS has the largest mobile revenue market share in...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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Malaysian Telcos Report a Better 2Q but Competition Remains Intense and Gains May Be Temporary.
After real weakness in previous quarters, 2Q17 comes as something of a relief. Aggregate mobile service revenue continued to decline for the...
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