The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
253 Views
XL Axiata (EXCL IJ) - Riding the Wave of Price Reparation and Convergence
XL Axiata (EXCL IJ) continues to stand as the most direct way to play the data demand in Indonesia as well as being the most convergant of the...
735 Views
XL Axiata (EXCL IJ) - Linked Up for Future Growth
XL Axiata remains the purest data player in Indonesia, with convergence set to the the next driver, boosted by LinkNet synergies. Valuations...
647 Views
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
488 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
285 Views