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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Indonesian Telcos: Mobile Pricing Should Continue to Recover. Telkom Remains Our Top Pick
Over the past three years, an aggressive price war has pushed Indonesian data prices down 80% to unsustainable levels. With the exception of India,...
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