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Link Net (LINK IJ)
Watchlist
191
Analysis
Communication Services
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Indonesia
PT Link Net Tbk provides internet services. The Company offers high-speed internet connection through fiber optic lines. Link Net caters to retail and corporate customers throughout Indonesia.
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bullish
•
Thematic (Sector/Industry)
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20 Jan 2016 09:35
XL Axiata and Indosat Sign Deal on Network Equipment Sharing. More Tie-Ups to Come.
We wrote about the need for smaller telcos to merge in certain emerging markets in The Urge to Merge - EM Telcos Look at Consolidation. Last week...
New Street Research
246 Views
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bullish
•
Telekom Malaysia
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13 Jan 2016 16:54
Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
New Street Research
240 Views
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bullish
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Telekomunikasi Indonesia
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09 Dec 2015 15:19
Government Prepares Measures to Encourage Smaller Telco Players.
A recent visit to Indonesia confirms our view that change is coming. The current situation implies that the dominant player (PT Telkom) will...
New Street Research
225 Views
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bullish
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Thematic (Sector/Industry)
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26 Nov 2015 11:53
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
New Street Research
284 Views
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bullish
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Thematic (Sector/Industry)
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16 Oct 2015 16:34
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
New Street Research
311 Views
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