The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Axiata: Value to Be Unlocked as Bidders Crowd Around Its Valuable Parts
The proposed merger between Axiata Group (AXIATA MK) and Telenor has been called off, four months after it was officially proposed. During the...
442 Views
Unilever (UNVR): Beneficiary from Improving Infrastructure
In LQ 45, Unilever Indonesia (UNVR IJ) has underperformed majority of the index constituents and ranked in the middle. However, better...
366 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views
CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
523 Views