EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
275 Views
The Week that Was in ASEAN@Smartkarma - Hypermarkets, Telcos, and Taxis
This week in ASEAN@Smartkarma sees an eclectic mix of bottom up, top down, and thematic insights across the region. I would also add one...
148 Views
Indonesian Telcos See Good Revenue Growth and Margin Progression as Data Monetization Improves.
Competition in the Indonesian telecom industry eased further in 2Q, as promotional packages continued to be reduced/withdrawn. In a change...
219 Views
Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
174 Views
Tower Bersama - Cohabitation Pays Off - On the Ground in J-Town
A meeting with Tower Bersama Infrastructure (TBIG IJ)revealed a positive outlook for the company, with record numbers of tenancies in 1Q17, with...
184 Views