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...
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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Competition in the Indonesian telecom industry eased further in 2Q, as promotional packages continued to be reduced/withdrawn.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...
362 Views
Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
302 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...
370 Views
Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
424 Views