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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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03 Dec 2018 14:25
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
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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385 Views
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bullish
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Telekomunikasi Indonesia
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30 Nov 2018 16:02
Telekom Indonesia (TLKM IJ) Delivers Growth and Yield as Competitive Threats Look Manageable
We wrote recently on Telekom Indonesia (TLKM IJ) following signs of a recovery in its 3Q18 numbers. On further reflection, Chris Hoare has...
New Street Research
490 Views
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bullish
•
Link Net
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22 Nov 2018 10:50
LinkNet - Substantial Improvements Ahead, Bar a Bolt Out of the Blue - On the Ground in J-Town
A conversation with the management of Link Net Tbk Pt (LINK IJ) confirmed a number of positive initiatives that bode well for the growth outlook...
Angus Mackintosh
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615 Views
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bullish
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Cross Asset Strategy
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04 Nov 2018 12:20
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
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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414 Views
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bullish
•
Telekomunikasi Indonesia
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02 Nov 2018 16:55
PT Telekom (TLKM IJ) Rebounds Strongly in 3Q18 After a Weak 1H. More to Come as Prices Edge Higher
Indonesia has been a tough telecom market with PT Telkom (TLKM IJ) dominating the industry and prices cut to extremely low levels for voice and...
New Street Research
480 Views
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