The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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Indonesian Telecoms Look to A (Mostly) More Positive 2017 with Margins Starting to Recover.
It has been a while since we last wrote about the Indonesian telcos (we did look at the towercos recently in Indonesian Towers: Protelindo (TOWR...
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Telkom Indonesia - Golden State Owned Enterprise to Continue Dominance in 2017
Telkom Indonesia (TLKM IJ Equity): Defensive, high earning growth stockTelkom currently is trading at a P/E of 17x 2017E and 15.5x 2018E consensus...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Indonesian Towers: Protelindo (TOWR IJ) Targets Shareholder Returns While Still Looking for Growth.
While 2016 was a quiet year for the Indonesian towercos, we remain positive on their long-term prospects. Protelindo (TOWR IJ) announced FY16...
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