The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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XL Axiata (EXCL IJ) - Serving Hungry 4G Users and Contemplating Convergence - Company Visit
A meeting with XL Axiata (EXCL IJ) in Jakarta last week revealed continued improvements in the mobile operating environment, with ongoing benefits...
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Malaysian Telcos. 2Q18 Was a Good Quarter for Mobile Operators. But Can It Last?
We wrote recently following DIGI's (DIGI MK) good 2Q result. With the other results in, Malaysian mobile operators showed further evidence of...
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Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
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Link Net (LINK IJ) - Reduced Bundling but Stable ARPUs - On the Ground in J-Town
A conversation with Link Net Tbk Pt (LINK IJ) yesterday revealed some interesting insights into the slight reduction in bundling in 1H18 but this...
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