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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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
MS-Indonesia Index Earning Revision (Feb): Bank Mandiri, Merdeka Copper Gold, Gudang Garam
We analyzed MS-Indonesia's consensus for Feb 2026 and highlighted changes of EPS in Bank Mandiri, Merdeka Copper Gold, Gudang Garam, Medco Energi...
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LQ45 Index Rebalance Preview (Jan 2026): Identifying Potential Index Changes
We highlight 3 sets of changes for the LQ45 in January. The forecast adds have surged while the forecast deletes have dropped. Historically, adds...
516 Views
Sarana Menara Nusantara (TOWR.IJ) - Tower Weakness to Persist, but Fiber Remains the Bright Spot
Tower rev’s drag to extend into FY25 as XLSmart decommissions kick in; TOWR pivots toward fiber connectivity and ISP-driven B2B growth.
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