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...
447 Views
Xurpas (X): Internet Access for Emerging Market
BackgroundXurpas' share price has been battered down for the past 2 years since the IPO. The market was concern about the earnings and business...
507 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...
446 Views
Indonesia Politics Weekly: Widodo VP in Flux; Prabowo + AHY Likely; State Displaces Chevron; Et Al
Politics: President Joko Widodo will wait to unveil his running mate until 8 August or the actual deadline of 10 August. His spokesperson...
350 Views
Indonesia Politics Weekly: PD & Prabowo; US Reviews GSP; Anti-Ahok Cleric for VP?; New Non-Tax Law
Politics: After President Joko Widodo gathered all six heads of parties backing his re‑election to discuss a running mate, clarity is still...
373 Views