XL Axiata (EXCL IJ) - The Crown Prince of Data - On the Ground in J-Town
A conversation with the management of Xl Axiata (EXCL IJ) following news that the company has started putting up prices in earnest for its existing...
663 Views
Widodo Lead Intact / VP Debate Lacks Impact / Trade Slows / Permitting Impediment / PPP Chair Arrest
A new poll from Alvara concurs with last week's LSI data and shows Widodo's lead intact. A TV debate between the VP nominees was largely...
561 Views
Widodo Leads 59-31 / IA-Cepa Holds Promise / Online Permitting Progresses / Rights Activist Arrested
A credible poll -- the first new trustworthy data in a month -- shows Widodo having expanded his lead to 59 percent, versus 31 percent for...
220 Views
Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
356 Views
Surya Citra Media (SCMA IJ) - Digital Revolution in the Spring - On the Ground in J-Town
A meeting Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta found management in a relatively ebullient mood. The share price performance has been...
800 Views