Malaysian Telcos: Mixed Performance as Axiata Struggles While Maxis and DIGI Show Improvements
As we saw in 4Q17, market conditions for the Malaysian telcos have been more benign than Chris Hoare had previously feared. Competition eased again...
149 Views
DIGI Returns to Growth as Competition Eases and Data Use Continues to Grow Rapidly.
DIGI (DIGI MK) posted positive YoY service revenue growth for the first time in 10 quarters (+0.7% YoY). The growth was due to improved ARPU trends...
125 Views
The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
134 Views
Malaysian Operators Show Signs of Improvement but Challenges Remain
Chris Hoare has been concerned that the Malaysian telecom market was both ex growth and facing heightened competition from new entrants, U-Mobile...
133 Views
The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
131 Views