Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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2017 Results Still Modest but We See Improving KPIs as Smaller Players Expand Outside Java.
The most recent 3Q numbers from Independent Indonesian towercos were mixed in terms of revenue growth. Tower Bersama's (TBIG IJ)...
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XL Axiata - Bundles of Data - On the Ground in J-Town
A recent company visit with XL Axiata Tbk PT (EXCL IJ) in Jakarta revealed a company constantly underestimating the growth in its data business,...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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