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Link Net (LINK IJ)
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191
Analysis
Communication Services
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Indonesia
PT Link Net Tbk provides internet services. The Company offers high-speed internet connection through fiber optic lines. Link Net caters to retail and corporate customers throughout Indonesia.
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bullish
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Cross Asset Strategy
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16 May 2022 20:27
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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234 Views
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bullish
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Link Administration
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16 May 2022 02:40
Merger Arb Mondays (16 May) - Link Admin, Infomedia, VNET, Alliance Aviation, Ramsay, Link Net
This week, the highest gross spreads are Dongzheng AFC (40.7%), Sezzle (36.6%), VNET (33.6%), Infomedia (32.8%), Link Admin (24.4%), Alliance...
Arun George
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286 Views
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bullish
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XL Axiata
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12 May 2022 19:52
XL Axiata (EXCL IJ) - Are You Converegent?
XL Axiata remains our top pick amongst Indonesia's telcos, with the highest exposure to data amongst telco peers and to Indonesia's headlong growth...
Angus Mackintosh
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254 Views
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bullish
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Link Net
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12 May 2022 10:37
Link Net (LINK IJ): Axiata To Vote On The 26 May. Timeline Intact
Link Net (LINK IJ) is currently, trading at a gross/annualised spread of 7.1%/22.3%, assuming mid-September payment This is a buy.
David Blennerhassett
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363 Views
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bullish
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Link Net
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11 May 2022 22:32
Axiata’s EGM in Relation to the Link Net MTO Set for 26 May
The proposed MTO at IDR4,800 per share will complete by 3Q. At the last close, the annualised spread to the MTO price for a 3Q completion is 11.7%.
Arun George
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287 Views
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