Asian Telecom Tower Trends: Indonesia Is Bottoming but India Is Set to Worsen.
Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT...
141 Views
The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
168 Views
TOWR:IJ Vs TBIG:IJ- A Side-By-Side Comparison
Given the length of the recent initiation reports of Sarana Menara Nusantara (TOWR) and Tower Bersama (TBIG), this report summarizes the preference...
257 Views
Tower Bersama (TBIG:IJ) Heavy Debt, Operational Underperformance = TOWR:IJ Preferred
This report is an in-depth look at Tower Bersama Infrastructure (TBIG IJ), the second largest independent tower company in Indonesia. It operates...
216 Views
The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
113 Views