Malaysia National Automotive Policy 2020: Beneficiaries
The National Automotive Policy 2020 (NAP 2020) has been officially launched, building on NAP 2014, focusing on launching Malaysia as the regional...
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Maxis Revenues Stabilizing. Ambitious Long Term Goals in Enterprise and Connectivity
In late January, we upgraded our view on the Malaysian telecom sector after 6 years of being negative. We also and noted that Maxis was best placed...
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Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
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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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