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XL Axiata (EXCL IJ)
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340
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
•
Tower Bersama Infrastructure
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09 Aug 2017 13:46
Tower Bersama - Cohabitation Pays Off - On the Ground in J-Town
A meeting with Tower Bersama Infrastructure (TBIG IJ)revealed a positive outlook for the company, with record numbers of tenancies in 1Q17, with...
Angus Mackintosh
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193 Views
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bearish
•
Matahari Department Store
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27 Jul 2017 17:26
Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
Angus Mackintosh
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260 Views
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bullish
•
XL Axiata
•
23 Jun 2017 13:17
Indonesian Telcos: Prospect of Better Data Monetization Offers a Path to Revenue Acceleration
Aggressive 4G offers from Indonesian telco operators have driven dramatic data volume growth. So far pricing has been very weak, restricting...
New Street Research
336 Views
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bullish
•
Singtel
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19 Jun 2017 11:13
Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
New Street Research
190 Views
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bullish
•
XL Axiata
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08 Jun 2017 15:12
XL Axiata's Recovery Finally Shows Signs of Progress Despite Telkomsel's Continued Dominance
Early signs that competition has eased in Indonesia means that XL Axiata (EXCL IJ) has finally seen revenue growth ahead of the market, while...
New Street Research
188 Views
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