The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views
Link Net Tbk Pt (LINK IJ) - 1Q2020 Big on Subscribers but at a Higher Cost
Link Net Tbk Pt (LINK IJ) released its 1Q2020 results which saw sales growth of +7.6% YoY but an EBITDA decrease of -4.2% YoY with net profit...
415 Views
(Mostly) Asia M&A: May 2020 Roundup
For the month of May, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$8bn. Clicking on the company name in...
449 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
236 Views
XL Axiata (EXCL IJ) - Defensive Data Growth with a Fibre Twist
A call with XL Axiata (EXCL IJ) management to discuss its 1Q2020 results this week revealed a relatively stable picture given the environment, with...
343 Views