Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
453 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...
462 Views
Erajaya Swasembada (ERAA IJ) - Milking the Invasion of the Chinese Smartphones in Indonesia
Mobile phone retailer and distributor, Erajaya Swasembada Tbk Pt (ERAA IJ), has been one of the best-performing stocks this year and for good...
605 Views
XL Axiata - Conquering the Provinces - On the Ground in J-Town
A meeting with XL Axiata Tbk PT (EXCL IJ) revealed a more optimistic picture on pricing, especially since the early in the year. It seems that...
492 Views
ERAA (ERAA IJ): Undemanding Valuation at Growing Tech Retailer
Strong stock price momentum, low correlation with Western stock markets, and low price-to-sales relative to its sector Increased demand coverage...
165 Views