Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
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Indonesian Telcos: Prospect of Better Data Monetization Offers a Path to Revenue Acceleration
Aggressive 4G offers from Indonesian telco operators have driven dramatic data volume growth. So far pricing has been very weak, restricting...
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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...
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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...
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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...
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