Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
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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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