Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
284 Views
Telco - Sector evolution intact
IOH’s Hutch3 raised prices on the back of secular network improvements, and thus IOH expansion to more areas has little sector downside risk
322 Views
Telco - Economies of scale through technology
2Q23 offers a springboard for telcos to get inline in fulfilling consensus/our forecast 2023F estimates. Sector Overweight with a pecking order of...
220 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views
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...
347 Views