The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
401 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
405 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Link Net Tbk Pt (LINK IJ) - 1Q2020 Big on Subscribers but at a Higher Cost
Link Net Tbk Pt (LINK IJ) released its 1Q2020 results which saw sales growth of +7.6% YoY but an EBITDA decrease of -4.2% YoY with net profit...
492 Views
Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
459 Views