The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
180 Views
Indosat Tbk PT (ISAT IJ) - A Turnaround in the Making?
2022 will be the year of transition for Indosat, with a higher capex to realise merger synergies wIth "3" and keep improving the network quality...
316 Views
XL Axiata (EXCL IJ) - Converging on Homes and Offices
XL Axiata continues to raise data prices and will start to see synergies from the Link Net acquisition from 3Q2022, including potential cost and...
225 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
184 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
197 Views