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ENTITY
XL Axiata (EXCL IJ)
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342
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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Cross Asset Strategy
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13 Dec 2021 11:35
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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279 Views
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bullish
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Link Net
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10 Dec 2021 22:24
Link Net (LINK IJ) - On the Cusp of a Game Change
Link Net just released a solid number for 3Q2021 despite slow subscriber numbers but we see a stake sale to XL Axiata as the key to an acceleration...
Angus Mackintosh
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405 Views
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bullish
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Thematic (Sector/Industry)
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02 Dec 2021 14:40
The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
A. Stotz Investment Research
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344 Views
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bullish
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Cross Asset Strategy
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29 Nov 2021 13:56
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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221 Views
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bullish
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Telekomunikasi Indonesia
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28 Nov 2021 09:56
Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
Angus Mackintosh
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287 Views
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