MyEG (MYEG): Revenge of the Fallen
There are a few things that have taken place in the past few months for MyEG; share price of MyEG has been sold off due to a close association with...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
425 Views
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...
455 Views
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...
335 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...
354 Views