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Dayamitra Telekomunikasi PT (MTEL IJ)
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Analysis
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Indonesia
PT Dayamitra Telekomunikasi operates as an infrastructure construction company. The Company constructs telecommunications towers. Dayamitra Telekomunikasi serves customers in Indonesia.
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bullish
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Telekomunikasi Indonesia
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23 Dec 2022 13:13
Telekomunikasi Indonesia (TLKM IJ) - Increasingly Digital
Telkom Indonesia produced what looked like a decent set of 9M2022 numbers as it seeks out its future digital reincarnation driven by data,...
Angus Mackintosh
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685 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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25 Nov 2022 12:11
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
Clarence Chu
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723 Views
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bullish
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Bank Jago Tbk PT
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25 Jul 2022 20:00
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
Brian Freitas
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561 Views
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bullish
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Cross Asset Strategy
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20 Jun 2022 18:51
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
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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330 Views
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bullish
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Bank Jago Tbk PT
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15 Jun 2022 07:11
LQ45 Index Rebalance Preview (July 2022): Candidates for Change
There could be 5 changes to the LQ45 Index at the July rebalance. The adds outperform the deletion the day after announcement and there is...
Brian Freitas
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676 Views
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