Link Net (LINK IJ) - Reduced Bundling but Stable ARPUs - On the Ground in J-Town
A conversation with Link Net Tbk Pt (LINK IJ) yesterday revealed some interesting insights into the slight reduction in bundling in 1H18 but this...
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Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
343 Views
Indonesia Politics Weekly: Widodo VP in Flux; Prabowo + AHY Likely; State Displaces Chevron; Et Al
Politics: President Joko Widodo will wait to unveil his running mate until 8 August or the actual deadline of 10 August. His spokesperson...
356 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Indonesia Politics Weekly: PD & Prabowo; US Reviews GSP; Anti-Ahok Cleric for VP?; New Non-Tax Law
Politics: After President Joko Widodo gathered all six heads of parties backing his re‑election to discuss a running mate, clarity is still...
379 Views