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Sarana Menara Nusantara (TOWR IJ)
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136
Analysis
Communication Services
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Indonesia
PT Sarana Menara Nusantara Tbk, through a subsidiary, builds telecommunications towers. The Company constructs, operates, and rents the towers to mobile telecommunications services providers.
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bullish
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Erajaya Swasembada
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22 Jul 2019 08:16
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
Henry Soediarko
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695 Views
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bullish
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Telekomunikasi Indonesia
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09 Jul 2019 09:54
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
New Street Research
496 Views
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bullish
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Cross Asset Strategy
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01 Jul 2019 10:55
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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472 Views
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bullish
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Sarana Menara Nusantara
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27 Jun 2019 16:15
Indonesian Towercos: Slightly Disappointing Recent Results Do Not Derail the Positive Story
The Indonesian telecom tower market is the market that most closely resembles the super-powered US Tower market. While New Street Research has...
New Street Research
446 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2019 09:43
Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
New Street Research
590 Views
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