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XL Axiata (EXCL IJ)
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315
Analysis
Communication Services
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Indonesia
PT XL Axiata Tbk provides a wide range of mobile telecommunications services in Indonesia.
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bullish
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Cross Asset Strategy
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18 May 2020 12:08
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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241 Views
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bullish
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Cross Asset Strategy
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17 May 2020 10:05
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
Angus Mackintosh
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211 Views
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bullish
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XL Axiata
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15 May 2020 07:06
XL Axiata (EXCL IJ) - Defensive Data Growth with a Fibre Twist
A call with XL Axiata (EXCL IJ) management to discuss its 1Q2020 results this week revealed a relatively stable picture given the environment, with...
Angus Mackintosh
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347 Views
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bullish
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Cross Asset Strategy
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27 Apr 2020 13:13
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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300 Views
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bullish
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Link Net
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15 Apr 2020 08:13
Link Net Tbk Pt (LINK IJ) - Entertaining and Connecting the Home Crowd
Link Net Tbk Pt (LINK IJ) is a standout beneficiary in the current environment as more people stay at home due to COVID-19, consuming...
Angus Mackintosh
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470 Views
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