Telkom Indonesia (TLKM IJ) - The Emperor of Data
A meeting with the management team of Telekomunikasi Indonesia (TLKM IJ) in Jakarta last week provided a high degree of comfort on the quality and...
414 Views
PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
433 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
689 Views
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...
499 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...
492 Views