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Smartfren Telecom (FREN IJ)
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Analysis
Communication Services
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Indonesia
PT Smartfren Telecom Tbk provides telecommunication services and general trading.
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bullish
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Thematic (Sector/Industry)
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20 Jan 2016 09:35
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...
New Street Research
245 Views
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bullish
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Thematic (Sector/Industry)
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26 Nov 2015 11:53
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...
New Street Research
282 Views
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bullish
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Thematic (Sector/Industry)
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16 Oct 2015 16:34
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...
New Street Research
309 Views
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