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...
388 Views
Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
370 Views
Telekom Malaysia's coming 4G launch is an under appreciated risk to the 3 incumbent telcos
Malaysian wireless revenue is declining. The wireless stocks trade at premiums implying an earnings turnaround. The imminent launch of Telekom...
481 Views