PT Telkom: Strong Results in an Improving Market
We have written in the past about the potential for Indonesia's large telcos to benefit form a period of less competition, more price stability and...
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Indonesia's Telecoms Sector Growing Strongly Again
In a world where telecoms are often seen as ex growth, Indonesia offers a strong story. Service revenues grew 13% in 2015 driven by strong data...
336 Views
Indonesian Market Recovery. PT Telkom Leads the Way
Recent results from Telekomunikasi Indonesia Per (TLKM) were strong, beating consensus for revenues and Ebitda. This was driven by falling...
375 Views
Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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XL Axiata: Back to Growth in a Recovering Market. Network Synergies Will Be Signifcant.
Xl Axiata Tbk Pt (XL Axiata) returned to positive revenue growth in 4Q15 helped by voice pricing, rather than data pricing. We do expect data...
357 Views