DIGI Delivers Improved 4Q17 Numbers but Outlook Tough and Spectrum Costs Rising
DIGI (DIGI MK) posted an improved 4Q17 set of numbers, with Ebitda up +0.6% and service revenues rising +2.5% QoQ. However, guidance for 2018 was...
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Malaysian Telco Meetings: Recent Good Results May Be Passing. Competition Remains Fierce.
We recently met the Malaysian operators: DIGI (DIGI MK), Maxis (MAXIS MK), Axiata (AXIATA MK), and Telekom Malaysia (T MK). Malaysia has been a...
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Trends Continue to Deteriorate at DIGI as Competition Remains Intense in Malaysia.
We have been negative on the Malaysian telecoms market for some time. We see Malaysian telcos as overvalued and facing a period of declining...
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MAXIS: 4G Network Drives Growth
Cheap on a PE basis, good price momentum, and low volatility in salesrelative to its sector MAXIS has the largest mobile revenue market share in...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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