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...
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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...
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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...
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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...
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Telekom Indonesia - Only Two Reasons Have Us Worried
Telekomunikasi Indonesia (Persor) Tbk PT (TLKM) plans to raise US$125m by selling treasury shares. Proceeds from the sale will be used to fund...
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