DIGI 3Q18 Results Look a Bit Weak as the Sector Stumbles (Again)
Following a solid 2Q result from DIGI (DIGI MK), investors may be a bit disappointed with the 3Q numbers. Service revenue growth slowed and margins...
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Malaysian Telcos. 2Q18 Was a Good Quarter for Mobile Operators. But Can It Last?
We wrote recently following DIGI's (DIGI MK) good 2Q result. With the other results in, Malaysian mobile operators showed further evidence of...
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DIGI (DIGI MK) 2Q18 Results Show Continued Revenue Growth on Rising Internet Use.
Chris Hoare has been negative on the Malaysian telecom sector for a number of reasons, including sky high valuations, increasing competition...
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Astro Malaysia: Is Tender Offer/Privatization Coming?
Our revisit on the previous tender offer (TO) case reveals that Astro Malaysia Holdings Bhd (ASTRO MK) now trades at a much more attractive...
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Malaysian Telcos: Mixed Performance as Axiata Struggles While Maxis and DIGI Show Improvements
As we saw in 4Q17, market conditions for the Malaysian telcos have been more benign than Chris Hoare had previously feared. Competition eased again...
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