Indonesian Telcos: Prospect of Better Data Monetization Offers a Path to Revenue Acceleration
Aggressive 4G offers from Indonesian telco operators have driven dramatic data volume growth. So far pricing has been very weak, restricting...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
187 Views
XL Axiata's Recovery Finally Shows Signs of Progress Despite Telkomsel's Continued Dominance
Early signs that competition has eased in Indonesia means that XL Axiata (EXCL IJ) has finally seen revenue growth ahead of the market, while...
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INDOSAT (ISAT IJ): 1Q17 Results
Indosat Tbk PT (ISAT IJ) : For 1Q17, ISAT's revenues increased 7.0% yoy from IDR 6.8 tn to IDR 7.2 tn much slower than that of TLKM which...
273 Views
The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
216 Views