Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
180 Views
XL Axiata's Recovery Finally Shows Signs of Progress Despite Telkomsel's Continued Dominance
Early signs that competition has eased in Indonesia means that XL Axiata (EXCL IJ) has finally seen revenue growth ahead of the market, while...
174 Views
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
225 Views
TOWR Placement - A Chance to Get Exposure to Indonesia Towercos at an Inexpensive Valuation
Various shareholders ( Tiger Global Management, Tybourne Capital Management, and others) are selling their stake in Sarana Menara Nusantara Pt (AKA...
383 Views
Indonesian Towers: TBIG Beats Guidance
We wrote about Sarana Menara Nusantara (aka Protelindo's)(TOWR IJ) results recently which were boosted by its acquisition of towers from XL Axiata...
202 Views