The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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XL Axiata - Bundles of Data - On the Ground in J-Town
A recent company visit with XL Axiata Tbk PT (EXCL IJ) in Jakarta revealed a company constantly underestimating the growth in its data business,...
251 Views
The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
260 Views
Axiata More Upbeat at Analyst Day as Key Subsidiaries Improve.
We met Axiata (AXIATA MK) recently at an Analyst Day in Kuala Lumpur. The tone was quite different from the past couple of years and was decidedly...
197 Views
The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
180 Views