Watch Out Below
Malaysian telcos reported a reasonable 3Q set of numbers. Axiata continues to under perform and we see further downside notwithstanding its foreign...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
443 Views
Bursa Short Interest Weekly (Mar 27th): Public Bank, Malaysian Resources, IJM, FARM FRESH
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Public Bank, Malaysian Resources, IJM,...
245 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
527 Views
Bursa Short Interest Weekly (Mar 20th): Telekom Malaysia, UEM Sunrise, Datasonic, WCT
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Telekom Malaysia, UEM Sunrise,...
164 Views