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...
274 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...
291 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...
421 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
325 Views
CrossASEAN Strategy - Indonesia in a COVID-19 World
Grasping the nettle at last? After a period of living in misguided denial on COVID-19, Indonesia has finally admitted its fallibility and grasped...
397 Views