Indosat Ooredoo Hutchison (ISAT IJ) - Bigger Fish to Fry – Significant Upside
The IOH roadmap has become clearcut with the management providing guidance for network capacity and coverage expansion by frontloading in exJava...
466 Views
Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
106 Views
Telco: Positive Industry Outlook from Asset-Light Model and Revenue Momentum
We met with a CEO, CMO and 2 CFOs from the 3 leading telcos who share some common objectives in driving usage, the payload and increasing ARPU.
295 Views
Telco: 3Q23 Preview
We see a different EBITDA margin narrative for each player but foresee a positive trajectory for the sector overall in 3Q23.
388 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
361 Views