The Week that Was in ASEAN@Smartkarma - Indonesian Property, XL Axiata, and Singapore's Economy
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
471 Views
Maxis Revenues Stabilizing. Ambitious Long Term Goals in Enterprise and Connectivity
In late January, we upgraded our view on the Malaysian telecom sector after 6 years of being negative. We also and noted that Maxis was best placed...
517 Views
Last Week in Event SPACE: Rakuten/Lyft, Delta, Kosaido, Ophir, Dairy Crest, Panalpina, BGF
Last Week in Event SPACE ... The question mark over the size of Rakuten Inc (4755 JP)'s stake in Lyft may be known in the coming two weeks. Delta...
737 Views
XL Axiata Results Show a Strong Turnaround Underway in Indonesia
Xl Axiata's (EXCL IJ) 4Q18 results triggered a very strong rally last week that continues this week. The market has been very concerned about...
652 Views
The Week that Was in ASEAN@Smartkarma -Indonesia's Potential, Pure Gold, and Vietnam's Consumers
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
770 Views