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Erajaya Swasembada (ERAA IJ)
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Analysis
Information Technology
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Indonesia
PT Erajaya Swasembada Tbk distributes and retails cellular telephones. The Company is licensed to distribute international brands of cell phones, and operates a chain of retail shops in Indonesia.
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bullish
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Erajaya Swasembada
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17 Mar 2020 12:01
Erajaya Swasembada (ERAA IJ) - A Badly Timed Recovery
A recent meeting in Jakarta with Erajaya Swasembada (ERAA IJ) management revealed a company still relatively optimistic about the outlook for 2020,...
Angus Mackintosh
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300 Views
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bullish
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XL Axiata
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21 Feb 2020 12:00
XL Axiata (EXCL IJ) - It's All About the Data
A meeting with XL Axiata (EXCL IJ) management in Jakarta this week confirmed that competition from smaller players such as Smartfren Telecom (FREN...
Angus Mackintosh
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386 Views
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bullish
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Cross Asset Strategy
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10 Feb 2020 09:03
The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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321 Views
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bearish
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Cross Asset Strategy
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07 Feb 2020 12:08
CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
Angus Mackintosh
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450 Views
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bullish
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Sri Rejeki Isman
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15 Nov 2019 22:21
Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
Henry Soediarko
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384 Views
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