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...
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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...
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Spectrum Refarming Increases Competitive Pressure on Malaysian Telcos.
Refarming spectrum the catalyst for market breakdownThe Malaysian regulator announced new spectrum allocations over a year ago, but they only came...
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Maxis - No End of Woes in Sight
Maxis plans to raise US$390m through a primary placement in order to repay borrowings and fund its expansion/growth plans. The sector overall...
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Malaysian Wireless Operators See Falling Subscriber Numbers & Revenues. Competition Starting to Bite
Our view remains that the Malaysian incumbent wireless operators continue to look overvalued. Service revenues fell by 3.3% YoY in 4Q16, and it is...
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