The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
272 Views
Indonesian Towercos Still Show Revenue and Profit Growth.
Indonesia has one of the more interesting telecom tower markets globally with its entrepreneur driven model, similar in structure to the US. This...
193 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
XL Axiata - Transformation in Motion - On the Ground in J-Town
A smoother than normal trip to Mega Kuningan (famed for its traffic) in Jakarta took me to see XL Axiata Tbk PT (EXCL IJ), Indonesia's number...
254 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
821 Views