Indonesian Towercos Still Show Revenue and Profit Growth.
Indonesia has one of the more interesting telecom tower markets globally with its entrepreneur driven model, similar in structure to the US. This...
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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...
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XL Axiata - Transformation in Motion - On the Ground in J-Town
A smoother than normal trip to Mega Kuningan (famed for its traffic) in Jakarta took me to see XL Axiata Tbk PT (EXCL IJ), Indonesia's number...
360 Views
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...
936 Views
Indonesia's Telecoms Sector Growing Strongly Again
In a world where telecoms are often seen as ex growth, Indonesia offers a strong story. Service revenues grew 13% in 2015 driven by strong data...
336 Views