Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
390 Views
Telekom Indonesia (TLKM IJ) Delivers Growth and Yield as Competitive Threats Look Manageable
We wrote recently on Telekom Indonesia (TLKM IJ) following signs of a recovery in its 3Q18 numbers. On further reflection, Chris Hoare has...
494 Views
PT Telekom (TLKM IJ) Rebounds Strongly in 3Q18 After a Weak 1H. More to Come as Prices Edge Higher
Indonesia has been a tough telecom market with PT Telkom (TLKM IJ) dominating the industry and prices cut to extremely low levels for voice and...
487 Views
XL Axiata (EXCL IJ) - Serving Hungry 4G Users and Contemplating Convergence - Company Visit
A meeting with XL Axiata (EXCL IJ) in Jakarta last week revealed continued improvements in the mobile operating environment, with ongoing benefits...
448 Views