CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
362 Views
XL Axiata (EXCL IJ) - Defensive Data Growth with a Fibre Twist
A call with XL Axiata (EXCL IJ) management to discuss its 1Q2020 results this week revealed a relatively stable picture given the environment, with...
487 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Link Net Tbk Pt (LINK IJ) - Entertaining and Connecting the Home Crowd
Link Net Tbk Pt (LINK IJ) is a standout beneficiary in the current environment as more people stay at home due to COVID-19, consuming...
566 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views