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...
441 Views
Malaysian Telcos: Weak Trends Continue with DIGI's 2Q Result. Guidance Downgraded
The weakness we saw in 1Q19 results seems to have continued into 2Q in Malaysia with DIGI (DIGI MK) delivering a weak 2Q set of numbers with trends...
393 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
703 Views
Last Week in Event SPACE: Naspers, Renault/Fiat, Cocokara, GCL, A-REITs, SM Entertainment
Last Week in Event SPACE ... An appropriate discount for Naspers Ltd (NPN SJ)/NewCo is a complex subject, but there is a method now. And there is...
741 Views
Malaysian Telcos: Heading Towards a 2 (+1) Player Market if Telenor/Axiata Merger Is Approved
The announced talks for a merger of Telenor's (TEL NO) Asian business and (most of) Axiata (AXIATA MK) will have substantial implications...
651 Views