Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
500 Views
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
493 Views
Cabinet Rumbles Bode Ill / IMF Poaching SMI? / WB Cites Risks / Beneficial Ownership MOU
Prospects for a significantly better cabinet in a second Widodo administration are highly questionable, judging from the rumors circulating and...
420 Views
Widodo Wins / Labor Law Revision Discussed / Mapi (Starbucks) Owner in Jeopardy / Saudi Cash Seized
The Constitutional Court resoundingly confirmed Widodo's win and Prabowo accepted the verdict -- but without explicitly conceding defeat or...
455 Views
Pertamina Case Highlights Risk / Airline Dereg Unlikely / PD Leans Widodo / No Court Demos
Judges sentenced former Pertamina head Karen Agustiawan to eight years on patently spurious charges -- indicating that mafia interests continue to...
539 Views