XL Axiata (EXCL IJ) - Well Placed to Extend Momentum
XL has opportunities to extend its momentum for the next 18 months and beyond with steady data traffic growth on a monumental time period Dec. 23...
367 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
373 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
417 Views
Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
282 Views
Telco - Sector evolution intact
IOH’s Hutch3 raised prices on the back of secular network improvements, and thus IOH expansion to more areas has little sector downside risk
319 Views