EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
452 Views
The Week that Was in ASEAN@Smartkarma - Hypermarkets, Telcos, and Taxis
This week in ASEAN@Smartkarma sees an eclectic mix of bottom up, top down, and thematic insights across the region. I would also add one...
251 Views
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
471 Views
Telkomsel (TLKM): Update on EGMS
Telkom Indonesia cancels EGM without replacement date, investors react calmly, company remains defensive anchor with strong infrastructure and...
185 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.8k Views