The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
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Telco: Positive Dynamics in Mobile Pricing and M&A Catalysts to Enhance Execution in Fixed BB
TSEL's data payload spike during elections and Smartfren price hikes confirm our expectations for positive momentum in 4Q24/1Q25.
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HKBN (1310 HK): China Mobile’s Half-Baked Preconditional VGO
An unattractive offer, a lengthy precondition long-stop date and an irrevocable competing offer clause are invitations for competing offers. The...
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Telco & Tower Sectoral Update November 25, 2024
Data Traffic and ARPU Trends Indonesia's economic growth is driven by investments in digital infrastructure, aiming for 79.5% penetration by 2024...
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Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
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