Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views
U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
455 Views
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
Starhub (STH): Pay TV Singapore
As one of the country equipped with high speed internet, Singaporean have enjoyed the benefit of being able to watch TV in their mobile gadgets (...
520 Views
IQ Q1 Review: Flat Ad Sales; Decelerating Membership Growth Due to Slow Macro and Content Scrutiny
Last Thursday after market closed, IQ reported doubling operating losses in Q1 YoY amid new subscriber and ARPU growth deceleration and lack of...
545 Views