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Erajaya Swasembada (ERAA IJ)
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124
Analysis
Information Technology
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Indonesia
PT Erajaya Swasembada Tbk distributes and retails cellular telephones. The Company is licensed to distribute international brands of cell phones, and operates a chain of retail shops in Indonesia.
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bullish
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Thematic (Sector/Industry)
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02 Jul 2021 08:08
Indonesian Lockdown: On the Ground
After a series of half-hearted efforts on issuing lockdown in Indonesia, the government has finally announced a lockdown in Java and Bali as cases...
Henry Soediarko
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429 Views
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bullish
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Cross Asset Strategy
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21 Jun 2021 21:28
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
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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222 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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Cross Asset Strategy
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31 May 2021 20:57
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
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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314 Views
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bullish
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Erajaya Swasembada
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28 May 2021 17:55
Erajaya Swasembada (ERAA IJ) - The Empire Strikes Back
Erajaya recently released an impressive set of 1Q2021, driven by strong handsets sales, with a positive tailwind from the new rules on compulsory...
Angus Mackintosh
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439 Views
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