Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
XL Axiata - Transformation in Motion - On the Ground in J-Town
A smoother than normal trip to Mega Kuningan (famed for its traffic) in Jakarta took me to see XL Axiata Tbk PT (EXCL IJ), Indonesia's number...
248 Views
Indonesian Telecoms: Market Share Still Moving to Telkomsel
Trends that we commented on in 1Q16 continued in 2Q16. Market share continues to drift towards PT Telkom (TLKM IJ), driven by its dominance in the...
375 Views
Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
261 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
818 Views