The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Indonesian Telecoms: XL Axiata Makes Strong Gains, Telkom Treads Water and Indosat Struggles
Indonesian service revenue trends have been quite weak as competition intensified with 4Q growth of 3.4% YoY, down sharply from mid year (+13.1%)....
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Link Net - Watching the Subscribers - On the Ground in J-Town
A 1-on-1 call with Link Net Tbk Pt (LINK IJ) management following their FY17 results call revealed a few interesting questions from investors. The...
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Indonesian Political Update: New Dynamics if Widodo's Main Rival Drops Out
Incumbent President Joko Widodo maintains a strong lead over his sole competitive rival, Gerindra Chair Lt Gen (ret) Prabowo Subianto, whom he beat...
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Linknet - A Captive Audience - On the Ground in J-Town
A meeting with Link Net Tbk Pt (LINK IJ) in Jakarta recently threw up some interesting discussion points related to how far the company can go in...
154 Views