Axiata Guidance Hit by FX Changes (Strong Ringgit). Underlying Business Performing Well (Mostly)
For 4Q17, Axiata (AXIATA MK) delivered good operational numbers, driven by a continued turnaround in Indonesia and Malaysia, as well as strength...
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Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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2017 Results Still Modest but We See Improving KPIs as Smaller Players Expand Outside Java.
The most recent 3Q numbers from Independent Indonesian towercos were mixed in terms of revenue growth. Tower Bersama's (TBIG IJ)...
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