The Stocks to Own in Asia – Vol. 35
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
216 Views
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...
318 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...
121 Views