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...
172 Views
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...
321 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...
637 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...
156 Views