The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
134 Views
Link Net - Watching the Subscribers - On the Ground in J-Town
A 1-on-1 call with Link Net Tbk Pt (LINK IJ) management following their FY17 results call revealed a few interesting questions from investors. The...
190 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
236 Views
Linknet - A Captive Audience - On the Ground in J-Town
A meeting with Link Net Tbk Pt (LINK IJ) in Jakarta recently threw up some interesting discussion points related to how far the company can go in...
154 Views
The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
140 Views