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...
1k Views
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...
389 Views
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...
394 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...
443 Views
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