Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
798 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
458 Views
Telekom Indonesia (TLKM IJ) Delivers Growth and Yield as Competitive Threats Look Manageable
We wrote recently on Telekom Indonesia (TLKM IJ) following signs of a recovery in its 3Q18 numbers. On further reflection, Chris Hoare has...
608 Views
LinkNet - Substantial Improvements Ahead, Bar a Bolt Out of the Blue - On the Ground in J-Town
A conversation with the management of Link Net Tbk Pt (LINK IJ) confirmed a number of positive initiatives that bode well for the growth outlook...
712 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
524 Views