2017 Results Still Modest but We See Improving KPIs as Smaller Players Expand Outside Java.
The most recent 3Q numbers from Independent Indonesian towercos were mixed in terms of revenue growth. Tower Bersama's (TBIG IJ)...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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XL Axiata - Bundles of Data - On the Ground in J-Town
A recent company visit with XL Axiata Tbk PT (EXCL IJ) in Jakarta revealed a company constantly underestimating the growth in its data business,...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
330 Views
Axiata More Upbeat at Analyst Day as Key Subsidiaries Improve.
We met Axiata (AXIATA MK) recently at an Analyst Day in Kuala Lumpur. The tone was quite different from the past couple of years and was decidedly...
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