The upcoming spectrum auction will prepare operators to deploy 5G, although upselling legacy voice subscriptions to data services and wireline substitution remain key growth drivers before the new technology is rolled out.
Jio snapping up RCom's mobile assets is positive for the latter, allowing it to focus solely on its profit-making enterprise solutions business. New merger activity in India's mobile market is now expected to be few and far between, with operators now switching their focus to completing existing deals in order to compete against disruptor Jio.
Telkom Indonesia's acquisition of TSGN will boost its ability to service Asia's high-value enterprise segment. We view the acquisition as positive in raising Indonesia's business connectivity and competitiveness; it will also provide a modest boost to government plans to provide nationwide broadband access.
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Thanks, BMI Research