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
Cabinet Rumbles Bode Ill / IMF Poaching SMI? / WB Cites Risks / Beneficial Ownership MOU
Prospects for a significantly better cabinet in a second Widodo administration are highly questionable, judging from the rumors circulating and...
420 Views
Widodo Wins / Labor Law Revision Discussed / Mapi (Starbucks) Owner in Jeopardy / Saudi Cash Seized
The Constitutional Court resoundingly confirmed Widodo's win and Prabowo accepted the verdict -- but without explicitly conceding defeat or...
455 Views
Pertamina Case Highlights Risk / Airline Dereg Unlikely / PD Leans Widodo / No Court Demos
Judges sentenced former Pertamina head Karen Agustiawan to eight years on patently spurious charges -- indicating that mafia interests continue to...
538 Views
Last Week in Event SPACE: Naspers, Renault/Fiat, Cocokara, GCL, A-REITs, SM Entertainment
Last Week in Event SPACE ... An appropriate discount for Naspers Ltd (NPN SJ)/NewCo is a complex subject, but there is a method now. And there is...
717 Views