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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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16 Jul 2019 01:10
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
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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534 Views
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bullish
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Erajaya Swasembada
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10 Jul 2019 20:38
Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
Angus Mackintosh
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505 Views
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bullish
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Telekomunikasi Indonesia
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09 Jul 2019 09:54
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
New Street Research
496 Views
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bullish
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Cross Asset Strategy
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01 Jul 2019 10:55
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
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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472 Views
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bullish
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Sarana Menara Nusantara
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27 Jun 2019 16:15
Indonesian Towercos: Slightly Disappointing Recent Results Do Not Derail the Positive Story
The Indonesian telecom tower market is the market that most closely resembles the super-powered US Tower market. While New Street Research has...
New Street Research
446 Views
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