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...
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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...
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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...
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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...
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Map Aktif Follow-On Offering - Lace up for a Potential Long Run
CVC is looking to raise about US$353m through the sale of about 648m Map Aktif Adiperkasa PT (MAPA IJ) shares in the follow-on offering. Map Aktif...
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