Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
598 Views
Malaysia Telcos: Slightly Weak Trends in 1Q19 but We Remain Broadly Positive. Telenor Deal Is Key
Chris Hoare turned more constructive on Malaysian telcos in early 2019 and recently further upgraded his views on the proposed Telenor (TEL NO) /...
588 Views
Last Week in Event SPACE: Naspers, Renault/Fiat, Cocokara, GCL, A-REITs, SM Entertainment
Last Week in Event SPACE ... An appropriate discount for Naspers Ltd (NPN SJ)/NewCo is a complex subject, but there is a method now. And there is...
922 Views
Malaysian Telcos: Heading Towards a 2 (+1) Player Market if Telenor/Axiata Merger Is Approved
The announced talks for a merger of Telenor's (TEL NO) Asian business and (most of) Axiata (AXIATA MK) will have substantial implications...
857 Views
XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
620 Views