News
Chinese internet stocks fall 10–30% amidst tariff-driven selloff
Despite the short-term headwinds, the firm maintains a “Market Weight” rating on the sector.
3 days ago
Chinese internet stocks fall 10–30% amidst tariff-driven selloff
Despite the short-term headwinds, the firm maintains a “Market Weight” rating on the sector.
3 days ago
TMT sector set for M&A boost with focus on software and AI
In 2024, the sector saw $698b in deal value across more than 1,460 transactions.
Singtel unit acquires 51% stake in Yondu in Philippine expansion bid
Through the partnership, NCS will scale its Philippines workforce to over 1,200 from 150.
5 key moves for telco C-suites to navigate complex M&A landscape
According to BCG, clear stakeholder communication and disciplined execution are critical.
How telecom firms can maximise IT to drive cost efficiency
According to McKinsey companies must reach a higher level of tech maturity.
ASEAN telcos must balance innovation and security amidst cyber risks
Privacy, security, and trust remain the biggest risks for these companies.
Indonesia’s smartphone market recovers with 15.5% YoY growth in 2024
The growth was mainly driven by the ultra low-end segment.
China’s smartphone market rebounds with 5.6% YoY growth in 2024
It was driven by demand, generative AI, new product launches, and government subsidies.
India’s smartphone market climbs 4% YoY in 2024
The entry-premium ($200-400) segment registered the highest growth.
Thailand’s smartphone market ships 16.9 million units in 2024
The share of 5G smartphones increased to 45.6%.
Philippines' smartphone market up 6.1% YoY in 2024
It was supported by the strategic approach of vendors of bringing in more entry-level models.
Malaysia fixed communication services revenue to grow 1.8% CAGR to 2029
The growth will be driven by the demand for fibre-optic services.
APAC mobile broadband services market to hit $296b by 2029
Mobile user penetration in the region is set to reach 82.9% by the same year.
Taiwan's mobile service revenue to hit $7.3b in 2029
The average monthly mobile data usage will rise from 35GB in 2024 to 42.4GB in 2029.
Telco, pay-TV revenue to boost market to $18.8b by 2028 in Indonesia
Mobile data, fibre subscription growth drive gains amidst digital transformation.
Indonesian ICT market slated for 16.3% growth through 2028
A key growth driver includes high revenue contributions from cloud computing.
Global telecom M&A doubles in 2024, hits $127b
It was the first time since 2021 that telecom deal value surpassed $100b.
