XL Axiata and Indosat Sign Deal on Network Equipment Sharing. More Tie-Ups to Come.
We wrote about the need for smaller telcos to merge in certain emerging markets in The Urge to Merge - EM Telcos Look at Consolidation. Last week...
356 Views
Government Prepares Measures to Encourage Smaller Telco Players.
A recent visit to Indonesia confirms our view that change is coming. The current situation implies that the dominant player (PT Telkom) will...
297 Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
380 Views
Huge Moves in Indonesian Telco Stocks Today (17 Nov)
XL Axiata (EXCL IJ) led Indonesian telco stocks higher today, rising by over 10% (at one stage it was up 16%). Indosat (ISAT IJ) rose 3% and Telkom...
280 Views
Indonesian Telcos: Turning the Corner
After a period of intense competition when returns fell to extremely low levels, the past two quarters have shown something of a recovery.Will it...
428 Views