Towers: Building Retail Channels to Invigorate Supply and Demand for Fixed Broadband
We see a significant untapped inventory in fixed BB despite the low user penetration, implying a large fragmentation in the supply chain.
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Telco & Tower Sectoral Update November 25, 2024
Data Traffic and ARPU Trends Indonesia's economic growth is driven by investments in digital infrastructure, aiming for 79.5% penetration by 2024...
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CrossASEAN Ground Zero - MR DIY Thailand IPO, PropertyGuru, Fibre Battles, and GoTo
In this edition, we look at MY DIY Thailand's plans for an IPO, PropertyGuru's latest results, and the increase in M&A activity in the Indonesian...
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The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
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CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
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