Indonesia Telcos: Smaller Operators Poised to Grow Faster Ex Java at Expense of Telkomsel
The economics of smaller telecom firms expanding outside the main Java market is changing with the rise of data revenues. PT Telkom (TLKM IJ) has...
326 Views
The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
640 Views
XL Axiata 3Q17 Results Show It Finally Starting to Deliver Strong Results
While results from PT Telkom (TLKM IJ) and Indosat (ISAT IJ) were disappointing in 3Q, there are signs of a strong turnaround from XL Axiata (EXCL...
166 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
334 Views
TLKM: IndiHome Now in Two Million Indonesian Homes
Cheap on a gross profit basis, low volatility in sales, and low volatility in earnings relative to its sector Revenue should continue to be driven...
266 Views