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Link Net (LINK IJ)
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191
Analysis
Communication Services
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Indonesia
PT Link Net Tbk provides internet services. The Company offers high-speed internet connection through fiber optic lines. Link Net caters to retail and corporate customers throughout Indonesia.
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bullish
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Golden Eagle Energy
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17 Oct 2023 09:47
Golden Eagle Energy: Last Day To Buy Cum-Divvie
This is a pretty clean arb trade. Plus you get the dividend in a little over a week. Regulatory approval will not be an issue. Trading at a gross...
David Blennerhassett
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513 Views
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bullish
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Cross Asset Strategy
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18 Sep 2023 21:04
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
Angus Mackintosh
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437 Views
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bullish
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XL Axiata
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15 Sep 2023 10:42
XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
Angus Mackintosh
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640 Views
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bullish
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Golden Eagle Energy
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14 Sep 2023 15:04
Golden Eagle Energy (SMMT IJ): Trading Wide To Terms
Regulatory approval should not be an issue. The GEO vote should be straightforward. Assuming end-Jan 24 payment under the MTO, the gross/annualised...
David Blennerhassett
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504 Views
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bullish
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Axiata Group
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06 Sep 2023 16:22
StubWorld: Axiata Is Coming Up Cheap
Both the NAV discount and implied stub for Axiata Group (AXIATA MK) are around their lows since the CelcomDigi (CDB MK) / Digi merger last November.
David Blennerhassett
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396 Views
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