Link Net’s MTO of IDR4,800 from Axiata Open from 30 August
The MTO of IDR4,800 per share runs from 30 August to 28 September. At the current price of IDR4,740 per share, the annualised spread for a mid...
226 Views
XL Axiata (EXCL IJ) - Following the Road to Convergence Fuelled by Data
XL Axiata (EXCL IJ) should be seen as the leader in providing converged services in Indonesia, with the acquisition of Link Net accelerating its...
252 Views
IDX30/LQ45 Index Rebalance: Big Inflows on ARTO, BBRI, BBCA; Outflows on GOTO, TLKM, BMRI
There are 3 changes each for the IDX30 and LQ45 indices that will be implemented on 29 July. The largest passive inflows are on BBRI, ARTO and...
575 Views
DTAC/True Merger: Shares Decline on Noise About NBTC Subcommittees Voting Decision
We think this development results in the NBTC prescribing harsher conditions to the merger rather than blocking it. Due to high volatility on...
483 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
282 Views