reports
- ABGSC Credit Research
- Andreas Johannessen
- Bendik Fougner Engebretsen
- Benedicte Aass
- Glenn Kringhaug
- Haakon Amundsen
- Jonathan Angestjärna
- Patrik Brattelius
LINK LINK BILGISAYAR SISTEMLERI YAZILIMI VE DONANIMI SANAYI VE TICARET AS
DNO DNO ASA CLASS A
STA STRANDLINE RESOURCES
NYF NYFOSA AB
OKEA OKEA
LIME LIME TECHNOLOGIES
DistIT DISTIT AB
Extenda EXTENDA RETAIL
Bakkegrupbond BAKKEGRUPPEN
SUBC-NO SUBSEA 7
HPUR-NO HEXAGON PURUS
AKH-NO AKER HORIZONS
BWO-NO BW OFFSHORE LIMITED
AKRBP-NO AKER BP
DNO-NO DNO
OKEA-NO DESENIO HOLDING AB
Desenio ZALARIS
Zalaris AKER ASA
AKER-NO AKER SOLUTIONS
AKSO-NO WALDORF PRODUCTION
Waldorf KMC PROPERTIES
KMC OREXO
Orexo CATELLA
Catella ADVANZIA BANK
Advanzia ØYFJELLET WIND INVESTMENTS
Øyfjellet CRAYON GROUP HOLDING
Bond1 FIRST CAMP GROUP AB
0LLF7F-E NORWEGIAN ENERGY COMPANY
Noreco BAYPORT MANAGEMENT LTD
BOND.BAYP-MU 2020 BULKERS LTD.
2020-NO ARCTIC BIOSCIENCE
ABS-NO AKASTOR
AKAST-NO ICA GROUP
ICA-SE JM
JM-SE LINK MOBILITY
LINK-NO SCANDINAVIAN TOBACCO GROUP
STG-DK TEST COMPANY
- Selvi Ocktaviani
Link Net (LINK IJ) - Potential High Growth After The Acquisition And P...
LINK’s revenue might reach Rp7t in the next four years due to the strong support and synergies with Axiata group. LINK’s poles migration project reached 80% completion in Mar 22 and is expected to be completed in Jun 22. Once the project is finished, LINK will improve cash flow and enjoy a higher margin from pole rental savings. Therefore, it can use the savings for network expansion and customer acquisitions. In 4Q21, LINK’s enterprise revenue rebounded by an exciting 84% qoq.
- Carol Dou Xiao Qin
- Chun Sung Oong
- Hazmy Hazin
- Johnny Yum Chung Man
- Jonathan Koh
- Julia Pan Mengyao
- Selvi Ocktaviani
- Sunny Chen
Regional Morning Notes - Wednesday, April 13, 2022
GREATER CHINA Sector Healthcare: Increasing availability of effective vaccines and treatments imply a gradually flexible COVID-19 strategy. Internet: Resumption of new games approval; a boon to investor sentiment. IT Hardware: Handset value chain – gloomy outlook likely priced in but no catalysts in sight. INDONESIA Small/Mid Cap Highlights Link Net (LINK IJ/NOT RATED/Rp4,380): Potential high growth after completion of the acquisition and poles migrating project. MALAYSIA Update UEM Edgenta (U...
- Maskun Ramli
- Selvi Ocktaviani
- Selvi Ocktaviani
Link Net (LINK IJ) - Market Underestimating LINK’s Potential Growth Af...
LINK’s share price has remained relatively stable since Axiata Group announced the acquisition of LINK in Jul 21. The market seems to have underestimated LINK’s potential growth under Axiata. LINK might grow exponentially and double its subscribers in the next four years with the support of Axiata. LINK, together with EXCL, can explore synergistic opportunities in mobile packages, fixed broadband, OTT, pay TV and data centres to offer one-stop solutions for connectivity services.
- Maskun Ramli
- Selvi Ocktaviani
- Carolyn Ching
- Jacquelyn Yow Hui Li
- Jie Ying Chloe Tan
- Jo Yee Ng
- John Cheong Ming Chern
- Ken Lee
- Leow Huey Chuen
- Peerawat Dentananan
- Selvi Ocktaviani
- Tham Mun Hon
- Zhifeng Shen
Regional Morning Notes - Friday, February 11, 2022
GREATER CHINA Economics Money Supply: Strong new loans, but annual loans growth lower. Sector Automobile: Weekly: EV stock correction provides good entry point. Maintain OVERWEIGHT. Top picks: BYD, CATL, Ganfeng and Tinci. Beer: Key takeaways from beer expert call. INDONESIA Small/Mid Cap Highlights Link Net (LINK IJ/NOT RATED/Rp4,410): Synergies with Axiata Group might create higher growth and faster expansion. MALAYSIA Sector Plantation: Palm oil end-Jan inventory was lower than expected due...
- Selvi Ocktaviani
Link Net (LINK IJ) - Synergies With Axiata Group Might Create Higher G...
LINK is one of the largest fixed broadband internet providers in Indonesia. With Axiata Group acquiring 66% of its stakes, LINK can explore synergistic opportunities on infrastructure sharing, marketing strategy, and cost-efficiency. It maintains high growth in ARPU in major cities (50% in five years) and new expansion cities (20-40% in two years) and expects a higher margin start from 2023 after the migration project is completed. Based on consensus 2022 NPAT forecast of Rp948b, it trades at 12...
- Maskun Ramli
- Selvi Ocktaviani
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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