XL Axiata's Share Price Tracks Towards Rights Price and Ignores Improving Market Conditions
We wrote recently about ongoing market repair for the Indonesian telecoms names. Until mid April the share prices of all three large listed telcos...
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Indonesian Telecom Market Repair: Revenues Growing, Margins Rising.
The Indonesian telco market continues to recover. in 1Q16 service revenue growth accelerated to +16% YoY with margins improving at all three large...
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PT Telkom: Strong Results in an Improving Market
We have written in the past about the potential for Indonesia's large telcos to benefit form a period of less competition, more price stability and...
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Indonesia's Telecoms Sector Growing Strongly Again
In a world where telecoms are often seen as ex growth, Indonesia offers a strong story. Service revenues grew 13% in 2015 driven by strong data...
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Indonesian Market Recovery. PT Telkom Leads the Way
Recent results from Telekomunikasi Indonesia Per (TLKM) were strong, beating consensus for revenues and Ebitda. This was driven by falling...
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