Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
672 Views
DIGI 3Q18 Results Look a Bit Weak as the Sector Stumbles (Again)
Following a solid 2Q result from DIGI (DIGI MK), investors may be a bit disappointed with the 3Q numbers. Service revenue growth slowed and margins...
456 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
350 Views
DIGI (DIGI MK) 2Q18 Results Show Continued Revenue Growth on Rising Internet Use.
Chris Hoare has been negative on the Malaysian telecom sector for a number of reasons, including sky high valuations, increasing competition...
439 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
110 Views