The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
292 Views
Link Net (LINK:IJ)- New Subscriber Growth Strategy Working. The Company Is Undervalued.
Link Net is a growing, efficient cable operator that recently embarked on a new subscriber growth strategy. It is undervalued under all scenarios...
416 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
Link Net (LINK IJ) - Moving into Pole Position
Link Net posted an encouraging set of 3Q2020 numbers with continued momentum being subscriber growth and a stabilisation of ARPUs. It remains an...
552 Views
XL Axiata (EXCL IJ) - Enabling and Converging in Indonesia
XL Axiata remains the key telco proxy for the digital economy in Indonesia with an increasing appetite for data and better quality mobile broadband...
494 Views