XL Axiata (EXCL IJ) - Are You Converegent?
XL Axiata remains our top pick amongst Indonesia's telcos, with the highest exposure to data amongst telco peers and to Indonesia's headlong growth...
257 Views
Indosat Tbk PT (ISAT IJ) - A Turnaround in the Making?
2022 will be the year of transition for Indosat, with a higher capex to realise merger synergies wIth "3" and keep improving the network quality...
319 Views
XL Axiata (EXCL IJ) - Converging on Homes and Offices
XL Axiata continues to raise data prices and will start to see synergies from the Link Net acquisition from 3Q2022, including potential cost and...
226 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
267 Views