Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
1k Views
Bursa Short Interest Weekly (Apr 10th): Public Bank, Datasonic, Westports, Sime Darby
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Public Bank, Datasonic, Westports,...
275 Views
Bursa Short Interest Weekly (Apr 3rd): Top Glove, Public Bank, Petronas Chemicals, Dialog
We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Top Glove, Public Bank, Petronas...
291 Views
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...
507 Views
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...
443 Views