PT Telekom (TLKM IJ) Rebounds Strongly in 3Q18 After a Weak 1H. More to Come as Prices Edge Higher
Indonesia has been a tough telecom market with PT Telkom (TLKM IJ) dominating the industry and prices cut to extremely low levels for voice and...
561 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
529 Views
XL Axiata (EXCL IJ) - Serving Hungry 4G Users and Contemplating Convergence - Company Visit
A meeting with XL Axiata (EXCL IJ) in Jakarta last week revealed continued improvements in the mobile operating environment, with ongoing benefits...
556 Views
Malaysian Telcos. 2Q18 Was a Good Quarter for Mobile Operators. But Can It Last?
We wrote recently following DIGI's (DIGI MK) good 2Q result. With the other results in, Malaysian mobile operators showed further evidence of...
509 Views
Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
539 Views