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
Singapore Is the First Domino to Fall Towards Stagnation (Approaching Recession)
Singapore's real GDP grew 0.1% YoY in 2Q 2019 (according to the advance estimate based mainly on April-May data), the weakest quarterly reading in...
906 Views
Africa Airtel - IPO Prospectus First Look: The Mobile Money Opportunity in Nigeria Stands Out
Africa Airtel has filed to list on the London Stock Exchange in an initial public offering to raise $750mn (£595mn) with proceeds to be used to pay...
638 Views
Last Week in Event SPACE: Renault/Fiat, Tokyo Electron, Vocus, Sanyo Chem, Glow Energy, PCCW
Last Week in Event SPACE ... No mangalores, but it is difficult to understand how Jean-Dominique Senard would agree to an implied number which...
609 Views
StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
661 Views