Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
501 Views
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
494 Views
Indonesian Towercos: Slightly Disappointing Recent Results Do Not Derail the Positive Story
The Indonesian telecom tower market is the market that most closely resembles the super-powered US Tower market. While New Street Research has...
443 Views
XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
406 Views
XL Axiata (EXCL IJ) - The Crown Prince of Data - On the Ground in J-Town
A conversation with the management of Xl Axiata (EXCL IJ) following news that the company has started putting up prices in earnest for its existing...
563 Views