Indonesian Towers: TBIG Beats Guidance
We wrote about Sarana Menara Nusantara (aka Protelindo's)(TOWR IJ) results recently which were boosted by its acquisition of towers from XL Axiata...
217 Views
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.3k Views
Indonesian Towers: Protelindo (TOWR IJ) Targets Shareholder Returns While Still Looking for Growth.
While 2016 was a quiet year for the Indonesian towercos, we remain positive on their long-term prospects. Protelindo (TOWR IJ) announced FY16...
390 Views
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...
276 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...
197 Views