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XL Axiata (EXCL IJ)
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338
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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XL Axiata
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15 Sep 2023 10:42
XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
Angus Mackintosh
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647 Views
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bullish
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Cross Asset Strategy
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11 Sep 2023 13:48
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
Angus Mackintosh
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488 Views
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bullish
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Axiata Group
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06 Sep 2023 16:22
StubWorld: Axiata Is Coming Up Cheap
Both the NAV discount and implied stub for Axiata Group (AXIATA MK) are around their lows since the CelcomDigi (CDB MK) / Digi merger last November.
David Blennerhassett
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402 Views
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bullish
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Cross Asset Strategy
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28 Aug 2023 19:57
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
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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418 Views
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bullish
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Cross Asset Strategy
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21 Aug 2023 15:44
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
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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418 Views
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