July 13, 2026 02:44 PM GMT ASEAN Telecoms and Media | Asia Pacific M Idea Is the next telco competitor not in-country, but in-orbit? We see rising concern around space-related developments across broadband, mobile & data centers. Near-term, we see it as complementary to gaps in terrestrial networks, but long-term terminal-value may be up for debate. Key Takeaways For Asean Telcos, we see three waves of impact. Near term: collaboration and rural coverage monetization, especially in archipelagic markets. Medi ...