StubWorld: Axiata Is Coming Up Cheap
Both the NAV discount and implied stub for Axiata Group (AXIATA MK) are around their lows since the CelcomDigi (CDB MK) / Digi merger last November.
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NFC Indonesia (NFCX IJ) - From O2O to Clean Energy on Two Wheels
NFC Indonesia provides exposure to Indonesia's O2O ecosystem as a digital product aggregator, FMCG supplier, and advertiser, covering MT, GT, and e...
610 Views
XL Axiata (EXCL IJ) - Convergence Blast-Off
XL Axiata reported a robust set of 1Q2023 results as the competitive environment remains rational allowing it to raise prices, whilst its...
609 Views
HKBN (1310 HK): China Mobile Is the Latest to Show Interest
To get an idea of the appropriate offer price, we examine shareholding dealings from substantial shareholders. Our analysis suggests that a scheme...
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Indosat (ISAT IJ) - The Telco Changeling
Indosat has come back from being the underdog amongst the Indonesian telcos to being a quality number two player, with significant potential upside...
540 Views