The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
231 Views
HMSP (HMSP IJ): A Third of People in Populous Indonesia Smoke
Strong cash levels, earnings on an upcycle trend, and good price momentum relative to its sector Fourth most populous nation on earth with about...
191 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
968 Views
SCMA - Dire Straits Comeback - On the Ground in J-Town
A conversation with Surya Citra Media Pt Tbk (SCMA IJ) this week revealed a much more pessimistic view than expected about the state of the TV...
281 Views
Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
219 Views