Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
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Indonesia Towers: Positive Drivers Emerge After a Lean Period. We like Protelindo and Tower Bersama.
After a fallow period for Indonesian Towercos Chris Hoare expects the massive data traffic growth seen in Indonesia to drive tower company...
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2017 Results Still Modest but We See Improving KPIs as Smaller Players Expand Outside Java.
The most recent 3Q numbers from Independent Indonesian towercos were mixed in terms of revenue growth. Tower Bersama's (TBIG IJ)...
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Tower Bersama Infrastructure: A Dark Horse in M&A?
The IR of Tower Bersama Infrastructure (TBIG IJ) confirms that the sale process at Solusi Tunas Pratama Tbk Pt (SUPR IJ) is proceeding at a good...
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Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
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