2017 Results Still Modest but We See Improving KPIs as Smaller Players Expand Outside Java.
The most recent 3Q numbers from Independent Indonesian towercos were mixed in terms of revenue growth. Tower Bersama's (TBIG IJ)...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Tower Bersama Infrastructure: A Dark Horse in M&A?
The IR of Tower Bersama Infrastructure (TBIG IJ) confirms that the sale process at Solusi Tunas Pratama Tbk Pt (SUPR IJ) is proceeding at a good...
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Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
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TOWR Placement - A Chance to Get Exposure to Indonesia Towercos at an Inexpensive Valuation
Various shareholders ( Tiger Global Management, Tybourne Capital Management, and others) are selling their stake in Sarana Menara Nusantara Pt (AKA...
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