XL Axiata (EXCL IJ) - Reasons to Be Cheerful
XL Axiata 4Q2024 results were solid despite lingering price competition in 4Q2024, especially from Telkomsel but this now looks to have abated with...
486 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
386 Views
XL Axiata (EXCL IJ) - Palpable Pressure in Mobile and Broadband
XL Axiata booked a solid set of 9M2024 numbers but 3Q2024 saw some heightened competition from Telkomsel Lite, pressure from discounted and dual...
359 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Indosat's AI Push, and Saigon Cargo.
The past week saw insights on Sumber Alfaria Trijaya(AMRT IJ), Indosat Tbk PT (ISAT IJ), Sai Gon Cargo Service (SCS VN), and Dyna Mac Holdings...
387 Views
CrossASEAN Ground Zero - MR DIY Thailand IPO, PropertyGuru, Fibre Battles, and GoTo
In this edition, we look at MY DIY Thailand's plans for an IPO, PropertyGuru's latest results, and the increase in M&A activity in the Indonesian...
394 Views