LinkNet - Smarter Enterprise - Post Results Follow Up
The Link Net Tbk Pt (LINK IJ) post results call was far more informative than most, was awash with questions and ran well over an hour. It achieved...
291 Views
XL Axiata - Transformation in Motion - On the Ground in J-Town
A smoother than normal trip to Mega Kuningan (famed for its traffic) in Jakarta took me to see XL Axiata Tbk PT (EXCL IJ), Indonesia's number...
254 Views
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
Indonesian Telecoms: Market Share Still Moving to Telkomsel
Trends that we commented on in 1Q16 continued in 2Q16. Market share continues to drift towards PT Telkom (TLKM IJ), driven by its dominance in the...
384 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
821 Views