Malaysian Telcos: A Negative Sum Game
We wrote about tough conditions facing the Malaysian Telcos in Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators. We see...
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Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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Malaysian Telcos Are Ex-Growth, Before Telekom Malaysia's 4G Entry.
Malaysia wireless trends deteriorated in 4Q15 while fixed line player Telekom Malaysia Bhd (TM) also reported weak revenue growth and disappointing...
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DIGI Service Revenue Decline Suggests Worse to Come for the Industry?
Digi.Com Bhd (DIGI) reported disappointing 4Q15 results showing a decline in service revenue, driven by weak voice revenue. Margins contracted by...
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Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
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