The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
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Indosat (ISAT IJ) - Rising ARPUs with an AI Twist
Indosat's move into the AI sphere through its exclusivity in providing NVIDIA Corp's GPUs in Indonesia should be an additional growth driver in...
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HKBN (1310 HK): China Mobile’s Half-Baked Preconditional VGO
An unattractive offer, a lengthy precondition long-stop date and an irrevocable competing offer clause are invitations for competing offers. The...
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HKBN (1310 HK): China Mobile Resurfaces as a Rumoured Suitor
Bloomberg reports that China Mobile is exploring a buyout of HKBN and is willing to pay at least HK$5.00. The rumoured offer price will struggle to...
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The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
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