M1 - Monsters Splash Out. A Little.
Spring 2017 saw Axiata Group (AXIATA MK), Singapore Press Holdings (SPH SP), and Keppel Corp Ltd (KEP SP) conduct a strategic review of their...
770 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
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...
509 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
418 Views
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...
549 Views