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...
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Huge Moves in Indonesian Telco Stocks Today (17 Nov)
XL Axiata (EXCL IJ) led Indonesian telco stocks higher today, rising by over 10% (at one stage it was up 16%). Indosat (ISAT IJ) rose 3% and Telkom...
252 Views
Indonesian Telcos: Turning the Corner
After a period of intense competition when returns fell to extremely low levels, the past two quarters have shown something of a recovery.Will it...
243 Views
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...
305 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
298 Views