The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
340 Views
Indonesian Telecoms: XL Axiata Makes Strong Gains, Telkom Treads Water and Indosat Struggles
Indonesian service revenue trends have been quite weak as competition intensified with 4Q growth of 3.4% YoY, down sharply from mid year (+13.1%)....
462 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
386 Views
Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
261 Views