XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
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DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Thai Wireless: No Spectrum Bidders. NBTC Tries Again but AIS Position Looks to Be Strengthened
As Athaporn Arayasantiparb, CFA noted in his recent Snippets #11: DTAC Says No to 1800MHz?!?, DTAC's refusal to bid in the spectrum auction was a...
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