The Week That Was in ASEAN@Smartkarma - Philippines & Marcos, GoTo's Direction, and Bank Danamon
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
284 Views
PT Surya Citra Media Tbk (SCMA IJ) - Laying Foundations for Growth in FTA and Digital
PT Surya Citra Media Tbk (SCMA IJ) looks cheap versus history and should benefit from the economic recovery, with an increasingly diversified...
326 Views
Axiata Gains Approval for the Link Net MTO; Next up Is First Media’s EGM on 6 June
The MTO was narrowly approved at the Axiata EGM. The next catalyst is the First Media EGM on 6 June. At the last close, the annualised spread of...
359 Views
Axiata’s EGM in Relation to the Link Net MTO Set for 26 May
The proposed MTO at IDR4,800 per share will complete by 3Q. At the last close, the annualised spread to the MTO price for a 3Q completion is 11.7%.
284 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
275 Views