Telco: Positive Dynamics in Mobile Pricing and M&A Catalysts to Enhance Execution in Fixed BB
TSEL's data payload spike during elections and Smartfren price hikes confirm our expectations for positive momentum in 4Q24/1Q25.
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HKBN (1310 HK): China Mobile’s Half-Baked Preconditional VGO
An unattractive offer, a lengthy precondition long-stop date and an irrevocable competing offer clause are invitations for competing offers. The...
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Telco & Tower Sectoral Update November 25, 2024
Data Traffic and ARPU Trends Indonesia's economic growth is driven by investments in digital infrastructure, aiming for 79.5% penetration by 2024...
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HKBN (1310 HK): China Mobile Resurfaces as a Rumoured Suitor
Bloomberg reports that China Mobile is exploring a buyout of HKBN and is willing to pay at least HK$5.00. The rumoured offer price will struggle to...
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The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
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