Telco: 1Q24 Preview: TLKM’s Inline 1Q24 Earnings Implies Possible Limited Downside for ISAT and EXCL
We noted Telkom’s resilient 1Q24 topline as per expectations amid seasonality which implies IOH and EXCL may also deliver inline revenue.
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The Stocks to Own in ASEAN – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Since its inception, the portfolio has generated a before...
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GEMWeekly (8 Mar 2024): South Korea, China Macro; Tata Motors, SK Hynix, Indosat
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Telco - Organic and Inorganic Opportunities for Rerating
Organic and inorganic opportunities for rerating4Q23 foretells positive trends for better subs demographics and ARPU for IOH & XL, justifying their...
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The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Credit Bank, and Digital Core REIT.
The past week saw insights on Bank Mandiri, Thai Credit Bank IPO, Digital Core REIT placement, and a look at Singapore's most defensive High ROE...
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