Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

iShares MSCI Indonesia ETF / Equity Bottom-Up

<ul>
<li>If <a href="https://www.smartkarma.com/entities/pt-barito-renewables-energy-tbk" target="_blank" data-smartkarma-citation="entities:40150:1" rel="noopener">Barito Renewables Energy (BREN IJ)</a>  is to be excluded from the index, the larger caps i.e. banks are expected to receive the subsequent reallocation of inflows. </li>
<li>The outflows so far (YTD) mainly came from active managers; thus, more could come from passive flows. </li>
<li>If Vietnam were to be included in the <a href="https://www.smartkarma.com/entities/msci-emerging-markets-index" target="_blank" data-smartkarma-citation="entities:22892:1" rel="noopener">MSCI Emerging Markets Index (MXEF INDEX)</a>, the weighting would likely be small, therefore, with negligible impact on Indonesia's weighting. </li>
</ul>


If Barito Renewables Energy (BREN IJ)  is to be excluded from the index, the larger caps i.e. banks are expected to receive the subsequent reallocation of inflows. 
The outflows so far (YTD) mainly came from active managers; thus, more could come from passive flows. 
If Vietnam were to be included in the MSCI Emerging Markets Index (MXEF INDEX), the weighting would likely be small, therefore, with negligible impact on Indonesia's weighting. 


<ul>
<li>The management of <a href="https://www.smartkarma.com/entities/pt-telkom-indonesia-persero-tbk" target="_blank" data-smartkarma-citation="entities:1051:1" rel="noopener">Telkom Indonesia (TLKM IJ)</a> cancelled the Extraordinary General Meeting that was supposed to take place 24th April without giving replacement date. </li>
<li>It is a delay rather than a cancellation, as the investors reacted calmly, while foreign investors also remain invested. </li>
<li>It remains the "defensive anchor" with the deepest moat thanks to the massive physical infrastructure (backbone and subsea cables) and the strongest balance sheet.</li>
</ul>


The management of Telkom Indonesia (TLKM IJ) cancelled the Extraordinary General Meeting that was supposed to take place 24th April without giving replacement date. 
It is a delay rather than a cancellation, as the investors reacted calmly, while foreign investors also remain invested. 
It remains the "defensive anchor" with the deepest moat thanks to the massive physical infrastructure (backbone and subsea cables) and the strongest balance sheet.


ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dci-indonesia-tbk-pt" target="_blank" data-smartkarma-citation="entities:33592:1" rel="noopener">DCI Indonesia (DCII IJ)</a> is Indonesia's leading operator of Tier 4 data centres, which require the highest operational standards, with its main business in co-location services.</li>
<li>The company has a long track record of growth in both sales and profits, making it more than a concept, with a well-thought-out expansion at its three existing data centres.</li>
<li>
<a href="https://www.smartkarma.com/entities/dci-indonesia-tbk-pt" target="_blank" data-smartkarma-citation="entities:33592:1" rel="noopener">DCI Indonesia</a> is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer base, with backing from Salim.</li>
</ul>



DCI Indonesia (DCII IJ) is Indonesia's leading operator of Tier 4 data centres, which require the highest operational standards, with its main business in co-location services.
The company has a long track record of growth in both sales and profits, making it more than a concept, with a well-thought-out expansion at its three existing data centres.

DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer base, with backing from Salim.


DCI Indonesia (DCII IJ) - More Than a Concept

Indonesia

PT DCI Indonesia Tbk is a leading data center provider in Indonesia, offering reliable, secure, and scalable carrier-neutral data center infrastructure services. The company specializes in colocation, cross-connect, and various support services such as Flexspace and Smart Hands, serving global cloud providers, e-commerce platforms, financial institutions, and network service providers. It was founded in 2011 and is headquartered in Jakarta, Indonesia.

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DCI Indonesia (DCII IJ)

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