Linknet (LINK IJ) - King of Cable - On the Ground in J Town
I was out and about in Jakarta last week and grabbed the opportunity to visit Link Net Tbk Pt (LINK IJ) management. LINK through the First...
330 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
830 Views
XL Axiata: Back to Growth in a Recovering Market. Network Synergies Will Be Signifcant.
Xl Axiata Tbk Pt (XL Axiata) returned to positive revenue growth in 4Q15 helped by voice pricing, rather than data pricing. We do expect data...
219 Views
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...
249 Views
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...
246 Views