The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
229 Views
Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
307 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
305 Views
Last Week in Event SPACE: Shinsei Bank, True Corp/DTAC, Kansai Super, SingTel, DiDi Global
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
340 Views
StubWorld: Jardine Cycle & Carriage Trading Wide; SingTel's Steepest Discount Ever?
I'd look to set up JCNC around these levels. And continue to recommend getting involved in SingTel either as a deep value play, and/or an...
405 Views