The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
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Erajaya (ERAA): Help from IMEI Rule
Despite being delayed for almost 2 months, government regulation on illegal smartphones is finally signed. The ministry of communication, trade,...
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Worthy News Stock Moving - Indonesia - 28 Aug 2019
This is my inaugural worthy-news-stock-moving note on what is in Indonesia discussing on the latest development of Kalbe Farma (KLBF IJ) on...
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ERAA: Formidable Partnership with Xiaomi
As my colleague in CrossASEAN research, Angus Mackintosh , mentioned in his latest note on Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite...
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