Surya Citra Media (SCMA IJ) - Digital Revolution in the Spring - On the Ground in J-Town
A meeting Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta found management in a relatively ebullient mood. The share price performance has been...
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The Week that Was in ASEAN@Smartkarma - Indonesian Property, XL Axiata, and Singapore's Economy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
364 Views
XL Axiata Results Show a Strong Turnaround Underway in Indonesia
Xl Axiata's (EXCL IJ) 4Q18 results triggered a very strong rally last week that continues this week. The market has been very concerned about...
514 Views
The Week that Was in ASEAN@Smartkarma - Vietnam Rising, Indonesian M&A, and Data Pricing
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
516 Views
Indonesian Telcos: Mobile Pricing Should Continue to Recover. Telkom Remains Our Top Pick
Over the past three years, an aggressive price war has pushed Indonesian data prices down 80% to unsustainable levels. With the exception of India,...
568 Views