Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
391 Views
Softbank Group: Upcoming US DoJ Ruling on Sprint Merger Is a $13bn Question for Shareholders
Softbank Group shareholders can be forgiven for thinking they have been on a roller coaster over the last few months as events in the US and China...
663 Views
Malaysian Telcos: Heading Towards a 2 (+1) Player Market if Telenor/Axiata Merger Is Approved
The announced talks for a merger of Telenor's (TEL NO) Asian business and (most of) Axiata (AXIATA MK) will have substantial implications...
650 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
471 Views
Softbank: Sprint Overhang Lingers
News reports out of the US indicate the Sprint/T-Mobile merger may be in trouble. Sprint shares are down 10% after the close as investors are...
670 Views