Indonesia Telcos: Smaller Operators Poised to Grow Faster Ex Java at Expense of Telkomsel
The economics of smaller telecom firms expanding outside the main Java market is changing with the rise of data revenues. PT Telkom (TLKM IJ) has...
324 Views
The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
640 Views
XL Axiata 3Q17 Results Show It Finally Starting to Deliver Strong Results
While results from PT Telkom (TLKM IJ) and Indosat (ISAT IJ) were disappointing in 3Q, there are signs of a strong turnaround from XL Axiata (EXCL...
163 Views
Indonesian Telcos See Good Revenue Growth and Margin Progression as Data Monetization Improves.
Competition in the Indonesian telecom industry eased further in 2Q, as promotional packages continued to be reduced/withdrawn. In a change...
225 Views
Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
176 Views