The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
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SingTel: All-Time Low Implied Stub; Inexpensive Proxy Into Bharti
This morning Singtel (ST SP) announced its FY20 (Mar-Y/E) results. The key takeaways were: A 2% decline in operating revenue of S$16.54bn. 4Q20...
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Thai Corona Crisis (May): HomeComing and Back to Business Themes
As number of new cases decline, Thailand eases on the measures while keeping an eye on the COVID-19 comeback due to its citizens returning from...
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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...
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