Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
Smartkarma - ECM Weekly (12 Dec 2016)
This insight is a weekly update on the deals we have covered recently, along with upcoming IPOs.Accuracy Rate:Our accuracy rate so far this year...
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Telekom Malaysia - First Khazanah Sell-Down Post-GFC
Telekom Malaysia Bhd (T MK) 's main shareholder Khazanah Nasional Berhad is selling US$126m of shares after it fell by 11% in two months. The deal...
368 Views
DIGI/Maxis: Margins Recover but Malaysian Telcos Face Increased Competition and Lower Returns
Both DIGI (DIGI MK) and Maxis (MAXIS MK) reported last week. The third mobile operator Axiata (AXIATA MK) will only report in late November but we...
200 Views
Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
269 Views