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XLSMART Telecom Sejahtera (EXCL IJ)
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350
Analysis
Communication Services
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Indonesia
XLSMART Telecom Sejahtera Tbk PT provides a wide range of mobile telecommunications services in Indonesia.
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bullish
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XLSMART Telecom Sejahtera
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08 Jun 2017 15:12
XL Axiata's Recovery Finally Shows Signs of Progress Despite Telkomsel's Continued Dominance
Early signs that competition has eased in Indonesia means that XL Axiata (EXCL IJ) has finally seen revenue growth ahead of the market, while...
New Street Research
278 Views
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bullish
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Thematic (Sector/Industry)
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27 Apr 2017 13:35
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
New Street Research
414 Views
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bullish
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Sarana Menara Nusantara
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26 Apr 2017 14:04
TOWR Placement - A Chance to Get Exposure to Indonesia Towercos at an Inexpensive Valuation
Various shareholders ( Tiger Global Management, Tybourne Capital Management, and others) are selling their stake in Sarana Menara Nusantara Pt (AKA...
Zhen Zhou, Toh
529 Views
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bullish
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Tower Bersama Infrastructure
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10 Apr 2017 14:36
Indonesian Towers: TBIG Beats Guidance
We wrote about Sarana Menara Nusantara (aka Protelindo's)(TOWR IJ) results recently which were boosted by its acquisition of towers from XL Axiata...
New Street Research
443 Views
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bullish
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Telkom Indonesia
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07 Apr 2017 15:24
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...
New Street Research
310 Views
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