Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
527 Views
XL Axiata (EXCL IJ) - Reasons to Be Cheerful
XL Axiata 4Q2024 results were solid despite lingering price competition in 4Q2024, especially from Telkomsel but this now looks to have abated with...
686 Views
XL Axiata (EXCL IJ) - Palpable Pressure in Mobile and Broadband
XL Axiata booked a solid set of 9M2024 numbers but 3Q2024 saw some heightened competition from Telkomsel Lite, pressure from discounted and dual...
546 Views
XL Axiata (EXCL IJ) - Riding the Wave of Price Reparation and Convergence
XL Axiata (EXCL IJ) continues to stand as the most direct way to play the data demand in Indonesia as well as being the most convergant of the...
935 Views
Golden Eagle Energy: Share Sale Done. MTO Price Bumped
The MTO has been revised up to IDR 1305.50. Trading at a gross/annualised spread of 4.4%/16.5%. Get involved if smallish, relatively illiquid arbs,...
733 Views