Asian Telecom Tower Trends: Indonesia Is Bottoming but India Is Set to Worsen.
Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT...
141 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
110 Views
Indonesian Telecoms: Growth Interrupted in 1Q, Wiht Indosat Hard Hit
A number of factors combined to push trends lower in 1Q18 for the Indonesian telcos. Competition intensified while SIM registration rules had a...
111 Views
The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
163 Views
Indonesian Telecoms: XL Axiata Makes Strong Gains, Telkom Treads Water and Indosat Struggles
Indonesian service revenue trends have been quite weak as competition intensified with 4Q growth of 3.4% YoY, down sharply from mid year (+13.1%)....
230 Views