Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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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...
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Malaysian Telcos Flounder as Competition Increases
The big three Malaysian operators saw further top line deterioration in 1Q16 with market share drifting to U-Mobile.  We view the market as having...
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Digi.com - Don't Call Me, I'll Call You
Time dotCom plans to raise US$75 by selling what appears to be its remaining stake in Digi. The sell down seems to be a clean-up trade. Its...
314 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...
390 Views