Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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Indonesia’s Proposed LGBT Ban: A Setback for Rights, But Not a Gain for Islamicization
Politics in Indonesia have made a rocky start to the new year. Last month, the choice of a new speaker of parliament marked a setback for...
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Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
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XL Axiata - Bundles of Data - On the Ground in J-Town
A recent company visit with XL Axiata Tbk PT (EXCL IJ) in Jakarta revealed a company constantly underestimating the growth in its data business,...
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The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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