Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and fromĀ attempts to realize real...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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XL Axiata: Back to Growth in a Recovering Market. Network Synergies Will Be Signifcant.
Xl Axiata Tbk PtĀ (XL Axiata)Ā returned to positive revenue growth in 4Q15 helped by voice pricing, rather than data pricing. We do expect data...
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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 inĀ The Urge to Merge - EM Telcos Look at Consolidation. Last week...
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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...
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