Sarana Menara Nusantra TOWR:IJ Q1 2018 Results Review
Q1 2018 RESULTS REVIEWSarana Menara Nusantara Pt (TOWR IJ) (SMN) recently reported Q1 2018 results. Compared to Q1 2017, revenue grew by 3.7% due...
228 Views
Sarana Menara Nusantar (TOWR:IJ) The Leading Indonesian Tower Company at Attractive Valuations
Sarana Menara Nusantara Pt (TOWR IJ) (SMN) is the largest independent tower operator in Indonesia. Switching costs, economies of scale, and...
399 Views
Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
350 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
264 Views
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...
428 Views