Government Prepares Measures to Encourage Smaller Telco Players.
A recent visit to Indonesia confirms our view that change is coming. The current situation implies that the dominant player (PT Telkom) will...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
291 Views
Huge Moves in Indonesian Telco Stocks Today (17 Nov)
XL Axiata (EXCL IJ) led Indonesian telco stocks higher today, rising by over 10% (at one stage it was up 16%). Indosat (ISAT IJ) rose 3% and Telkom...
257 Views
Indonesian Telcos: Turning the Corner
After a period of intense competition when returns fell to extremely low levels, the past two quarters have shown something of a recovery.Will it...
250 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
322 Views