Indonesian Politics Weekly: Widodo Manages Quake Response; Prabowo Admits Mistake; Nursalim Summoned
President Joko Widodo has done well thus far navigating the immediate response to the Central Sulawesi Earthquake-Tsunami, but scrutiny will focus...
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Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
448 Views
Xurpas (X): Internet Access for Emerging Market
BackgroundXurpas' share price has been battered down for the past 2 years since the IPO. The market was concern about the earnings and business...
508 Views
Link Net (LINK IJ) - Reduced Bundling but Stable ARPUs - On the Ground in J-Town
A conversation with Link Net Tbk Pt (LINK IJ) yesterday revealed some interesting insights into the slight reduction in bundling in 1H18 but this...
447 Views
Indonesia Politics Weekly: Widodo VP in Flux; Prabowo + AHY Likely; State Displaces Chevron; Et Al
Politics: President Joko Widodo will wait to unveil his running mate until 8 August or the actual deadline of 10 August. His spokesperson...
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