Malaysian Telcos: Look for Improvements to Continue in 2019.

Malaysian Telcos: Heading Towards a 2 (+1) Player Market if Telenor/Axiata Merger Is Approved

The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade

Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.

DIGI 4Q Modestly Disappoints but Margins Are Improving and Outlook Is Benign. Upgrade to Neutral

Telekom Indonesia (TLKM IJ) Delivers Growth and Yield as Competitive Threats Look Manageable

Differentiated global TMT & Internet Research

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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Pan European Telecom Services and Cable

Equity Bottom-Up

<p>In late January, we upgraded our view on the Malaysian telecom sector after 6 years of being negative. We also and noted that Maxis was best placed to benefit from increased bundling and Enterprise opportunities (due to low cost access to <a href="https://www.smartkarma.com/entities/943" target="_blank" data-smartkarma-citation="entities:943:1">Telekom Malaysia's (T MK)</a> (TM) fibre infrastructure).  We see signs the current round of results (4Q18) as being supportive of this view. While Maxis 4Q numbers were affected by one offs, the key is a return to service revenue growth while we think the market will view Maxis' long term revenue guidance positively. Longer term, Maxis announced aggressive longer term revenue targets based on a move into Enterprise and fixed connectivity which should deliver significant revenue growth.</p>

In late January, we upgraded our view on the Malaysian telecom sector after 6 years of being negative. We also and noted that Maxis was best placed to benefit from increased bundling and Enterprise opportunities (due to low cost access to Telekom Malaysia's (T MK) (TM) fibre infrastructure).  We see signs the current round of results (4Q18) as being supportive of this view. While Maxis 4Q numbers were affected by one offs, the key is a return to service revenue growth while we think the market will view Maxis' long term revenue guidance positively. Longer term, Maxis announced aggressive longer term revenue targets based on a move into Enterprise and fixed connectivity which should deliver significant revenue growth.

Maxis 매출 안정화. 엔터프라이즈 및 연결성 부문의 야심찬 장기 목표

Maxis Bhd

Maxis 매출 안정화. 엔터프라이즈 및 연결성 부문의 야심찬 장기 목표