Tower Bersama (TBIG:IJ) Heavy Debt, Operational Underperformance = TOWR:IJ Preferred
This report is an in-depth look at Tower Bersama Infrastructure (TBIG IJ), the second largest independent tower company in Indonesia. It operates...
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Sarana Menara Nusantra TOWR:IJ Q1 2018 Results Review
Q1 2018 RESULTS REVIEWSarana Menara Nusantara Pt (TOWR IJ) (SMN) recently reported Q1 2018 results. Compared to Q1 2017, revenue grew by 3.7% due...
158 Views
Sarana Menara Nusantar (TOWR:IJ) The Leading Indonesian Tower Company at Attractive Valuations
Sarana Menara Nusantara Pt (TOWR IJ) (SMN) is the largest independent tower operator in Indonesia. Switching costs, economies of scale, and...
266 Views
Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
251 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
158 Views