The Week That Was in ASEAN@Smartkarma - United Tractors, Grab's Listing, and GoTo IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views
Link Net (LINK IJ) - On the Cusp of a Game Change
Link Net just released a solid number for 3Q2021 despite slow subscriber numbers but we see a stake sale to XL Axiata as the key to an acceleration...
396 Views
The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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XL Axiata (EXCL IJ) - Mercury Rising in Data
XL Axiata (EXCL IJ) is our top pick in the Indonesian mobile sector given it is the most focused on data and offers truly converged services to...
320 Views