Dayamitra (Mitratel) Pre-IPO - Industry and Competitive Landscape
Peer comparison shows that Mitratel lags peers in terms of tenancy ratio, average rev per tenant, and margins but having Telkomsel as parent with a...
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Wickhams Hill Research | Under-The-Radar Issue 9
Cosco Capital (COSCO PM) has confirmed the spin-off listing of liquor distribution business later this month. An ongoing buyback at Robinsons...
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The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
272 Views
The Stocks to Own in Asia – Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
295 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
140 Views