The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
377 Views
Telekom Indonesia (TLKM IJ) Delivers Growth and Yield as Competitive Threats Look Manageable
We wrote recently on Telekom Indonesia (TLKM IJ) following signs of a recovery in its 3Q18 numbers. On further reflection, Chris Hoare has...
483 Views
LinkNet - Substantial Improvements Ahead, Bar a Bolt Out of the Blue - On the Ground in J-Town
A conversation with the management of Link Net Tbk Pt (LINK IJ) confirmed a number of positive initiatives that bode well for the growth outlook...
609 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
407 Views
PT Telekom (TLKM IJ) Rebounds Strongly in 3Q18 After a Weak 1H. More to Come as Prices Edge Higher
Indonesia has been a tough telecom market with PT Telkom (TLKM IJ) dominating the industry and prices cut to extremely low levels for voice and...
474 Views