The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
256 Views
XL Axiata (EXCL IJ) - Are You Converegent?
XL Axiata remains our top pick amongst Indonesia's telcos, with the highest exposure to data amongst telco peers and to Indonesia's headlong growth...
275 Views
Link Net (LINK IJ): Axiata To Vote On The 26 May. Timeline Intact
Link Net (LINK IJ) is currently, trading at a gross/annualised spread of 7.1%/22.3%, assuming mid-September payment This is a buy.
375 Views
The Week That Was in ASEAN@Smartkarma - BCA's Transactional, ASSA & Anteraja, and Philippine Banks
The past week saw insights on Singapore's economic outlook, Bank Central Asia (BBCA IJ), Adi Sarana Armada (ASSA IJ), GoTo (GOTO IJ), and SCG...
307 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes
Float and capping changes will require passive trackers to buy BBCA and sell BBRI at the close on 28 April. There are changes to other stocks as...
558 Views