The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
330 Views
XL Axiata (EXCL IJ) - It's All About the Data
A meeting with XL Axiata (EXCL IJ) management in Jakarta this week confirmed that competition from smaller players such as Smartfren Telecom (FREN...
390 Views
Telkom Indonesia (TLKM IJ) - The Emperor of Data
A meeting with the management team of Telekomunikasi Indonesia (TLKM IJ) in Jakarta last week provided a high degree of comfort on the quality and...
419 Views
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...
376 Views
Indonesian Telecoms : The Recovery Continued in 1Q and We Expect It to Last.
Recent meetings in Indonesia left us optimistic that market repair, which began in 2H18, continues. In 2H18, XL Axiata (EXCL IJ) was seen as a...
494 Views