Indonesian Telecoms: XL Axiata Makes Strong Gains, Telkom Treads Water and Indosat Struggles
Indonesian service revenue trends have been quite weak as competition intensified with 4Q growth of 3.4% YoY, down sharply from mid year (+13.1%)....
462 Views
The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
746 Views
The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
366 Views
IDX30/LQ45/IDX80 Index Rebalance: BREN and DSSA Deleted from Local Indices
Barito Renewables and Dian Swastatika Sentosa are deletions from local indices this week. Passive tracking AUM is small but active managers use the...
372 Views
Telkomsel (TLKM): Update on EGMS
Telkom Indonesia cancels EGM without replacement date, investors react calmly, company remains defensive anchor with strong infrastructure and...
185 Views