Telekom Malaysia Disappoints on Results and 2018 Guidance
Telekom Malaysia (T MK) released somewhat disappointing 4Q17 results, with service revenues falling -1.1% YoY, where we had looked for a small...
128 Views
Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
193 Views
DIGI Delivers Improved 4Q17 Numbers but Outlook Tough and Spectrum Costs Rising
DIGI (DIGI MK) posted an improved 4Q17 set of numbers, with Ebitda up +0.6% and service revenues rising +2.5% QoQ. However, guidance for 2018 was...
134 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
251 Views
Malaysian Telco Meetings: Recent Good Results May Be Passing. Competition Remains Fierce.
We recently met the Malaysian operators: DIGI (DIGI MK), Maxis (MAXIS MK), Axiata (AXIATA MK), and Telekom Malaysia (T MK). Malaysia has been a...
134 Views