The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views
XL Axiata (EXCL IJ) - Serving Hungry 4G Users and Contemplating Convergence - Company Visit
A meeting with XL Axiata (EXCL IJ) in Jakarta last week revealed continued improvements in the mobile operating environment, with ongoing benefits...
448 Views
Netlink Trust: Below IPO Price with 5% Yield
Netlink Trust has gone public in July 2017 and since then the share price has not performed spectacularly. This could be due to the lack of...
1.1k Views
The Week that Was in ASEAN@Smartkarma - Turning Points, Weakening Currencies, and Water Treatment
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
355 Views
Link Net (LINK IJ) - Reduced Bundling but Stable ARPUs - On the Ground in J-Town
A conversation with Link Net Tbk Pt (LINK IJ) yesterday revealed some interesting insights into the slight reduction in bundling in 1H18 but this...
462 Views