Malaysian Telcos. Results Point to More Pain Ahead
Two of the Malaysian telcos have now reported 1Q16 numbers. They do not make pretty reading. Maxis Bhd (Maxis) had been outperforming peers but has...
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M1 Is Priced for a New Entrant.
M1 Ltd (M1)'s results were not particularly strong as Ashish Saxena pointed out earlier today. The questions around the CEO's ESOP share...
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M1 Ltd: What Should Investors Make of Its CEO's Share Sales and Expiry of Her In-The-Money Options?
M1 Ltd has guided for a stable performance for the year despite a dull show in Q1. In what could be perceived as its preparation before the entry...
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Malaysian Telcos: A Negative Sum Game
We wrote about tough conditions facing the Malaysian Telcos in Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators. We see...
300 Views
Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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