EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
283 Views
The Week that Was in ASEAN@Smartkarma - Hypermarkets, Telcos, and Taxis
This week in ASEAN@Smartkarma sees an eclectic mix of bottom up, top down, and thematic insights across the region. I would also add one...
156 Views
Indonesian Telcos See Good Revenue Growth and Margin Progression as Data Monetization Improves.
Competition in the Indonesian telecom industry eased further in 2Q, as promotional packages continued to be reduced/withdrawn. In a change...
236 Views
Tower Bersama - Cohabitation Pays Off - On the Ground in J-Town
A meeting with Tower Bersama Infrastructure (TBIG IJ)revealed a positive outlook for the company, with record numbers of tenancies in 1Q17, with...
190 Views
The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
285 Views