Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
283 Views
XL Axiata (EXCL IJ) - Mercury Rising in Data
XL Axiata (EXCL IJ) is our top pick in the Indonesian mobile sector given it is the most focused on data and offers truly converged services to...
319 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
123 Views
Wickhams Hill Research | Under-The-Radar Issue 11
ComfortDelGro (CD SP) announced further details surrounding the IPO of their Australian subsidiary, leading us to change our view on the potential...
82 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
141 Views