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...
608 Views
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...
712 Views
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...
524 Views
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...
561 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
529 Views