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XL Axiata (EXCL IJ)
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313
Analysis
Communication Services
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Indonesia
PT XL Axiata Tbk provides a wide range of mobile telecommunications services in Indonesia.
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bullish
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Sarana Menara Nusantara
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17 Jun 2021 12:00
Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
Henry Soediarko
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215 Views
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bullish
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Link Net
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10 Jun 2021 16:25
Link Net (LINK IJ) - Multiple Catalysts in Place
Link Net (LINK IJ) is a high-quality proxy for the low penetration of fixed broadband in Indonesia, with its pole migration program a positive,...
Angus Mackintosh
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210 Views
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bullish
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Cross Asset Strategy
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07 Jun 2021 20:58
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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202 Views
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bullish
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Cross Asset Strategy
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31 May 2021 20:57
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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175 Views
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bullish
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XL Axiata
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31 May 2021 19:16
XL Axiata (EXCL IJ) - Rising Through The Cloud
XL Axiata is the most data-centric mobile operator in Indonesia making it a proxy for Indonesia's digital economy and for the move to 5G, which has...
Angus Mackintosh
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196 Views
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