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.
558 Views
BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
383 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
466 Views
Indosat (ISAT IJ) - Rising ARPUs with an AI Twist
Indosat's move into the AI sphere through its exclusivity in providing NVIDIA Corp's GPUs in Indonesia should be an additional growth driver in...
500 Views
Telco: Positive Dynamics in Mobile Pricing and M&A Catalysts to Enhance Execution in Fixed BB
TSEL's data payload spike during elections and Smartfren price hikes confirm our expectations for positive momentum in 4Q24/1Q25.
442 Views