Jasa Marga (JSMR): Further Fall from COVID-19 Scaling Up
Jasa Marga's share price has experienced a short term bounce of 41% in the last week, coming off from a low base at IDR 2,340 to IDR 3,300 last...
398 Views
Link Net Tbk Pt (LINK IJ) - Entertaining and Connecting the Home Crowd
Link Net Tbk Pt (LINK IJ) is a standout beneficiary in the current environment as more people stay at home due to COVID-19, consuming...
465 Views
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...
423 Views
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
293 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
317 Views