CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
215 Views
XL Axiata (EXCL IJ) - Defensive Data Growth with a Fibre Twist
A call with XL Axiata (EXCL IJ) management to discuss its 1Q2020 results this week revealed a relatively stable picture given the environment, with...
351 Views
PT Surya Citra Media Tbk (SCMA IJ) - Re-Runs Save the Day
A post-results call with PT Surya Citra Media Tbk (SCMA IJ)'s President revealed some interesting dynamics around the company's business, some of...
293 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
302 Views
XL Axiata (EXCL IJ) - Rare and Ironic COVID-19 Beneficiary
A remote call with XL Axiata (EXCL IJ) management cemented home that the company is benefitting from the COVID-19 outbreak, as its customers are...
439 Views