Indonesian Market Recovery. PT Telkom Leads the Way
Recent results from Telekomunikasi Indonesia Per (TLKM) were strong, beating consensus for revenues and Ebitda. This was driven by falling...
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Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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XL Axiata: Back to Growth in a Recovering Market. Network Synergies Will Be Signifcant.
Xl Axiata Tbk Pt (XL Axiata) returned to positive revenue growth in 4Q15 helped by voice pricing, rather than data pricing. We do expect data...
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XL Axiata and Indosat Sign Deal on Network Equipment Sharing. More Tie-Ups to Come.
We wrote about the need for smaller telcos to merge in certain emerging markets in The Urge to Merge - EM Telcos Look at Consolidation. Last week...
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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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