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XLSMART Telecom Sejahtera (EXCL IJ)
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350
Analysis
Communication Services
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Indonesia
XLSMART Telecom Sejahtera Tbk PT provides a wide range of mobile telecommunications services in Indonesia.
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bullish
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Telkom Indonesia
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30 Jun 2021 08:21
Telekomunikasi Indonesia (TLKM IJ) - The Trend Is Digital
Telkom Indonesia's recent 1Q2021 results reflect a competitive environment but also its growing strength in its digital business, which continues...
Angus Mackintosh
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325 Views
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bullish
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Cross Asset Strategy
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28 Jun 2021 20:13
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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212 Views
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bullish
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Sarana Menara Nusantara
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17 Jun 2021 12:00
Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
Henry Soediarko
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295 Views
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bullish
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Link Net
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10 Jun 2021 16:25
Link Net (LINK IJ) - Multiple Catalysts in Place
Link Net (LINK IJ) is a high-quality proxy for the low penetration of fixed broadband in Indonesia, with its pole migration program a positive,...
Angus Mackintosh
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318 Views
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bullish
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Cross Asset Strategy
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07 Jun 2021 20:58
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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354 Views
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