DCI Indonesia (DCII IJ) - More Than a Concept
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...
560 Views
Telkom Indonesia - Robust Traffic Growth on the Cards for 2Q24
We reiterate our view of ARPU stabilization in 2Q24 reflecting CVM efforts and robust traffic growth thanks to TSEL’slatest product strategy.
392 Views
The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
426 Views
Telco: Poised to Reap Potential Upside from AI Proliferation (OVERWEIGHT)
Semiconductors enable telcos / AI startups to position in the ML and AI market and downstream computing power to their clients.
267 Views
Growth Headwinds Priced In, but We Prefer Defensive and ‘quality’ Amid Lingering Uncertainties
We project a softer FY24 EPS growth outlook of +3% yoy (vs. +5% prev.) amid slowing growth in 2Q24, but see limited further downside risk
313 Views