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...
271 Views
DIGI Returns to Growth as Competition Eases and Data Use Continues to Grow Rapidly.
DIGI (DIGI MK) posted positive YoY service revenue growth for the first time in 10 quarters (+0.7% YoY). The growth was due to improved ARPU trends...
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Malaysian Operators Show Signs of Improvement but Challenges Remain
Chris Hoare has been concerned that the Malaysian telecom market was both ex growth and facing heightened competition from new entrants, U-Mobile...
230 Views
Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
329 Views