The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
266 Views
XL Axiata (EXCL IJ) - Are You Converegent?
XL Axiata remains our top pick amongst Indonesia's telcos, with the highest exposure to data amongst telco peers and to Indonesia's headlong growth...
254 Views
Indosat Tbk PT (ISAT IJ) - A Turnaround in the Making?
2022 will be the year of transition for Indosat, with a higher capex to realise merger synergies wIth "3" and keep improving the network quality...
316 Views
XL Axiata (EXCL IJ) - Converging on Homes and Offices
XL Axiata continues to raise data prices and will start to see synergies from the Link Net acquisition from 3Q2022, including potential cost and...
225 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views