NFC Indonesia (NFCX IJ) - From O2O to Clean Energy on Two Wheels
NFC Indonesia provides exposure to Indonesia's O2O ecosystem as a digital product aggregator, FMCG supplier, and advertiser, covering MT, GT, and e...
329 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views
Telekomunikasi Indonesia (TLKM IJ) - Transforming with a Digital Core
Telekomunikasi Indonesia results reflect a company increasingly digital in nature with legacy services fading away and an increasing focus on...
262 Views
The Week That Was in ASEAN@Smartkarma - GoTo Profitability, Indosat's Back, and Singapore Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
222 Views
Indosat (ISAT IJ) - The Telco Changeling
Indosat has come back from being the underdog amongst the Indonesian telcos to being a quality number two player, with significant potential upside...
255 Views