Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.
After slipping 5-6% in the two previous quarters, Bharti's (BHARTI IN) core Indian mobile service revenues recovered slightly in 1Q18, rising 0.8%...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
342 Views
Malaysian Telcos: DIGI and Maxis Struggle in an Ex Growth Telecom Market. No Recovery in Sight.
Two incumbent Malaysian telcos reported 2Q17 results recently: DIGI (DIGI MK) and Maxis (MAXIS MK). Both are battling with the tough situation...
351 Views
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
241 Views
Last Week in Event SPACE (22 July 2017)
No mangalores last week, no krakens this week. But more on Global Logistic Properties Ltd (GLP SP) and those non-conditional regulatory approvals;...
389 Views