BMI View: The Malaysian telecoms market is one the most developed in Asia-Pacific, with high levels of service penetration and innovation in services. This is enabling operators to benefit from uptake of wireless and wireline data services, including high capacity services such as fibre and LTE. However, on the downside, the maturity of the market means overall subscription growth has slowed. Further, the shift towards data services presents a threat in itself, with increased potential for IP substitution of traditional services such as voice and SMS. This has already had an impact on operator financial performance, and tackling the issue …
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