Indonesian Media - A Tale of Two Cities - BUY MNCN
The Indonesian media sector should be a port in the storm during COVID-19, with the population watching 50% more TV during large-scale social...
417 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
369 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...
244 Views
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
215 Views
PT Surya Citra Media Tbk (SCMA IJ) - Re-Runs Save the Day
A post-results call with PT Surya Citra Media Tbk (SCMA IJ)'s President revealed some interesting dynamics around the company's business, some of...
293 Views