Telco: Meeting with Komdigi: Pressing on New Auctions
We hosted Komdigi representatives, who shared updates on pending 1.4GHz regulation as vendors finalize 5G TDD compatibility and costs.
314 Views
BRIDS Market Pulse: Chart of the week – NPI price
Market: JCI rallied +2.5% w-w, in-line with majority of the EMs and the weaker DXY amid benign developments from the global trade tariffs.
275 Views
BRIDS Market Pulse : Chart of the Week – BBRI Vs. Rate Cut
JCI ended the week up +0.9% wow, amidst mixed performances for the other EMs. Foreign funds recorded a slight inflow (+US$14.9mn), aided by flows...
535 Views
Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
135 Views
Telco: OpenSignal 2H24 Results: Narrowing Gaps but Overall Better Network Capacities (OVERWEIGHT)
TSEL remains the download speed leader at 26.3 Mbps, narrowing the gap with peers while intensively utilizing its network for FMC synergies.
590 Views