Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
190 Views
Telekomunikasi Indonesia (TLKM IJ) - The Trend Is Digital
Telkom Indonesia's recent 1Q2021 results reflect a competitive environment but also its growing strength in its digital business, which continues...
215 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
139 Views
Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
215 Views
Link Net (LINK IJ) - Multiple Catalysts in Place
Link Net (LINK IJ) is a high-quality proxy for the low penetration of fixed broadband in Indonesia, with its pole migration program a positive,...
210 Views