The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
Link Net (LINK IJ) - Profitability Intact but Shy on Subscribers
Link Net (LINK IJ) remains attractive as a proxy for the low penetration rates for high-speed fixed broadband in Indonesia as the best quality...
225 Views
Mitratel (Dayamitra Telekomunikasi) IPO Initiation: Control Tower
Mitratel has launched an IPO to raise $1.4-1.8 billion. Mitratel is well-placed to benefit from industry consolidation. Overall, Mitratel's...
335 Views
Erajaya Swasembada (ERAA IJ) - Better Reception Ahead
Erajaya Swasembada (ERAA IJ) remains a key enabler for the growth of the Indonesian digital economy as the largest mobile phone retailer in the...
520 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
241 Views