Indonesia telecoms - Dual tailwinds
EWWe reiterate our positive outlook for the Indonesia telecom sector,
We reiterate our positive outlook for the Indonesia telecom sector,
We believe that market repair efforts have been...
We believe efforts of market repairs might show...
In Feb-25, we wrote about what it would take to improve sustainability in the cellular space...
Across major telcos, we anticipate growing efforts to foster a healthier market environment.
2024 was a challenging year for the major telcos (as well as for the passive infrastructure companies such as
In this note, we look at 9M24 results from major Indonesia telecom towercos,
In this note, we assess major telcos’ upcoming 3Q24F results (to be released end of Oct 2024).
In this note, we look at 1H24 results from major Indonesia telecom towercos, which have shown positive upward
Since the introduction of data services in the Indonesia telecom sector,