The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
373 Views
Erajaya (ERAA): Help from IMEI Rule
Despite being delayed for almost 2 months, government regulation on illegal smartphones is finally signed. The ministry of communication, trade,...
424 Views
The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
Axiata: Value to Be Unlocked as Bidders Crowd Around Its Valuable Parts
The proposed merger between Axiata Group (AXIATA MK) and Telenor has been called off, four months after it was officially proposed. During the...
428 Views
Unilever (UNVR): Beneficiary from Improving Infrastructure
In LQ 45, Unilever Indonesia (UNVR IJ) has underperformed majority of the index constituents and ranked in the middle. However, better...
350 Views