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...
538 Views
SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.
SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies....
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Jio Pressure Remains Intense on Incumbent Indian Telcos
We wrote recently about the pressure on Vodafone's (VOD LN) Indian subsidiary's merger with IDEA (IDEA IN). The combined business, assuming the...
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Indian Telecoms. Vodafone/IDEA Squeezed by Jio and Needs to Raise More Capital.
While we recently noted Vodafone's (VOD LN) comments that they had no near term funding issue in India and still had access to bank finance there,...
269 Views