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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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bearish
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Cross Asset Strategy
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13 Apr 2020 10:41
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
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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305 Views
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bullish
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XL Axiata
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10 Apr 2020 15:01
XL Axiata (EXCL IJ) - Rare and Ironic COVID-19 Beneficiary
A remote call with XL Axiata (EXCL IJ) management cemented home that the company is benefitting from the COVID-19 outbreak, as its customers are...
Angus Mackintosh
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432 Views
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bullish
•
Cross Asset Strategy
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06 Apr 2020 12:24
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
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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331 Views
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bullish
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Bank Central Asia
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19 Mar 2020 20:57
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
Angus Mackintosh
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416 Views
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bullish
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Cross Asset Strategy
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24 Feb 2020 14:59
The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
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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332 Views
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