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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The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
418 Views
XL Axiata (EXCL IJ) - Well Placed to Extend Momentum
XL has opportunities to extend its momentum for the next 18 months and beyond with steady data traffic growth on a monumental time period Dec. 23...
369 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
374 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
418 Views