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Smartfren Telecom (FREN IJ)
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56
Analysis
Communication Services
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Indonesia
PT Smartfren Telecom Tbk provides telecommunication services and general trading.
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bullish
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Cross Asset Strategy
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01 Jun 2020 16:23
The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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370 Views
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bullish
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Cross Asset Strategy
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25 May 2020 11:44
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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276 Views
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bearish
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Cross Asset Strategy
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13 Apr 2020 10:41
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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302 Views
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bullish
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XL Axiata
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10 Apr 2020 15:01
XL Axiata (EXCL IJ) - Rare and Ironic COVID-19 Beneficiary
A remote call with XL Axiata (EXCL IJ) management cemented home that the company is benefitting from the COVID-19 outbreak, as its customers are...
Angus Mackintosh
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426 Views
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bullish
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Bank Central Asia
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19 Mar 2020 20:57
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
Angus Mackintosh
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413 Views
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