The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Malaysian Telcos. 2Q18 Was a Good Quarter for Mobile Operators. But Can It Last?
We wrote recently following DIGI's (DIGI MK) good 2Q result. With the other results in, Malaysian mobile operators showed further evidence of...
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Indian Telcos Struggle as Jio Gains More Ground. Bharti Doing Relatively Better than IDEA.
The pressure from Jio on the incumbent telecom players in India remains unrelenting. This is seen most clearly in IDEA's (IDEA IN) worsening...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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