The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
479 Views
Malaysia Telcos: Slightly Weak Trends in 1Q19 but We Remain Broadly Positive. Telenor Deal Is Key
Chris Hoare turned more constructive on Malaysian telcos in early 2019 and recently further upgraded his views on the proposed Telenor (TEL NO) /...
418 Views
Last Week in Event SPACE: Naspers, Renault/Fiat, Cocokara, GCL, A-REITs, SM Entertainment
Last Week in Event SPACE ... An appropriate discount for Naspers Ltd (NPN SJ)/NewCo is a complex subject, but there is a method now. And there is...
738 Views
Malaysian Telcos: Heading Towards a 2 (+1) Player Market if Telenor/Axiata Merger Is Approved
The announced talks for a merger of Telenor's (TEL NO) Asian business and (most of) Axiata (AXIATA MK) will have substantial implications...
650 Views
The Week that Was in ASEAN@Smartkarma - Jakarta's MRT, Indonesian Sportswear, and Malaysian Telcos
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
644 Views