The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
330 Views
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
210 Views
Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
274 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
191 Views
XL Axiata (EXCL IJ) - Mercury Rising in Data
XL Axiata (EXCL IJ) is our top pick in the Indonesian mobile sector given it is the most focused on data and offers truly converged services to...
314 Views