DIGI Returns to Growth as Competition Eases and Data Use Continues to Grow Rapidly.

Malaysian Telcos: Mixed Performance as Axiata Struggles While Maxis and DIGI Show Improvements

DIGI (DIGI MK) 2Q18 Results Show Continued Revenue Growth on Rising Internet Use.

Telekom Malaysia Disappoints on Results and 2018 Guidance

Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)

Malaysian Telco Meetings: Recent Good Results May Be Passing. Competition Remains Fierce.

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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/profiles/1917" target="_blank" data-smartkarma-citation="accounts:1917">Chris Hoare</a> has been concerned that the Malaysian telecom market was both ex growth and facing heightened competition from new entrants, U-Mobile and <a href="https://www.smartkarma.com/entities/943" target="_blank" data-smartkarma-citation="entities:943:1">Telekom Malaysia (T MK)</a>. While the general trend remains quite tough there have been some modest signs that conditions are slightly better than we had feared.</p><p>While incumbent wireless operators saw aggregate service revenues fall for the 9th consecutive quarter on a YoY basis (-1.0% YoY), they  have grown sequentially for the last 2 quarters (+0.9%…</p>

Chris Hoare has been concerned that the Malaysian telecom market was both ex growth and facing heightened competition from new entrants, U-Mobile and Telekom Malaysia (T MK). While the general trend remains quite tough there have been some modest signs that conditions are slightly better than we had feared.While incumbent wireless operators saw aggregate service revenues fall for the 9th consecutive quarter on a YoY basis (-1.0% YoY), they  have grown sequentially for the last 2 quarters (+0.9%…

Malaysian Operators Show Signs of Improvement but Challenges Remain

Maxis Bhd

Malaysian Operators Show Signs of Improvement but Challenges Remain