Watch Out Below
Malaysian telcos reported a reasonable 3Q set of numbers. Axiata continues to under perform and we see further downside notwithstanding its foreign...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
380 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
446 Views
Telekom Malaysia's coming 4G launch is an under appreciated risk to the 3 incumbent telcos
Malaysian wireless revenue is declining. The wireless stocks trade at premiums implying an earnings turnaround. The imminent launch of Telekom...
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