Indonesian Towers: Protelindo (TOWR IJ) Targets Shareholder Returns While Still Looking for Growth.
While 2016 was a quiet year for the Indonesian towercos, we remain positive on their long-term prospects. Protelindo (TOWR IJ) announced FY16...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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XL Axiata - Transformation in Motion - On the Ground in J-Town
A smoother than normal trip to Mega Kuningan (famed for its traffic) in Jakarta took me to see XL Axiata Tbk PT (EXCL IJ), Indonesia's number...
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Indonesian Telecoms: Market Share Still Moving to Telkomsel
Trends that we commented on in 1Q16 continued in 2Q16. Market share continues to drift towards PT Telkom (TLKM IJ), driven by its dominance in the...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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