Link Net (LINK IJ) - Reduced Bundling but Stable ARPUs - On the Ground in J-Town

LinkNet - Substantial Improvements Ahead, Bar a Bolt Out of the Blue - On the Ground in J-Town

Link Net (LINK IJ) - First Warrior - On the Ground in J-Town

Link Net- Quality Growth at a Reasonable Price

Link Net - Watching the Subscribers - On the Ground in J-Town

Linknet - A Captive Audience - On the Ground in J-Town

Quality-Value Investing

Marc Melendez, CFA

Emerging Market Small and Mid Cap Equities

Reperio Capital

Reperio Capital Research was founded in 2013 with the goal of better serving the investment community with in-depth, high quality, value oriented research.

Reperio means to discover in latin. Using value investing principles, we aim to discover a minimum of 12 investment opportunities per year within the Emerging Markets Small and Mid Cap universe.

We take a business owners perspective with a long term investment horizon. We conduct bottom up, fundamental research. We focus on downside risks and require a significant margin of safety in any investment to prevent the permanent loss of capital. All factors differentiating our research from the short term, trading focus of traditional research providers.

Equity Bottom-Up

<p> <a href="https://www.smartkarma.com/entities/1050" target="_blank" data-smartkarma-citation="entities:1050:1">Link Net Tbk Pt (LINK IJ)</a> reported Q2 2018 results on July 23, 2018. There was nothing in the report to change the current view. The company continues to perform. The number of homes passed increased by 2.1% QoQ and 8.7% YoY. The company’s blended penetration rate remained stable at 28.6% in the quarter as the company reached 594 thousand broadband subscribers (+2.3% QoQ, +8.6% YoY). </p>

 Link Net Tbk Pt (LINK IJ) reported Q2 2018 results on July 23, 2018. There was nothing in the report to change the current view. The company continues to perform. The number of homes passed increased by 2.1% QoQ and 8.7% YoY. The company’s blended penetration rate remained stable at 28.6% in the quarter as the company reached 594 thousand broadband subscribers (+2.3% QoQ, +8.6% YoY). 

Link Net

Link Net Q2 2018 Results Review