XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
414 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
440 Views
Refusniks Vs KPU / Tension Persists / Slow Count / Minister Talks Labor Regs "Reform" / Headless PLN
Prabowo persists in refusing to acknowledge the election outcome, while attempting to delegitimize electoral authorities. He has rejected an...
472 Views
Focus Now on Prabowo & "People Power" / Parliament Unchanged / Expect Yet More Caution / Uno Uneasy
Prabowo refused to concede defeat despite reliable Quick Counts showing a 55% Widodo win. Prabowo also fancifully claimed victory, denounced fraud...
513 Views
No Narrowing / Moderate Unrest Risk / Overseas Ballot Case / Tax Rule Tweaks / Quick Count Methods
Prabowo's rhetoric has become even more strident, but there is no reason -- and no data -- to suggest that he is drawing any closer. Reliable...
555 Views