Telco: 3Q23 Preview
We see a different EBITDA margin narrative for each player but foresee a positive trajectory for the sector overall in 3Q23.
502 Views
The Week That Was in ASEAN@Smartkarma - Bank Negara Indonesia, XL Axiata Leading Data, and VNG.
The past week saw insights on Bank Negara Indonesia, XL Axiata, Golden Energy & Resources , and VNG (VinaGame) IPO, a macro insight on Singapore,...
558 Views
Telkom Indonesia (TLKM IJ) - Ring My Digital Bell
Telkom Indonesia continues to enrich its digital ecosystem with services and make it more accessible to less affluent subscribers. Valuations...
608 Views
The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
608 Views
Telco - Sector evolution intact
IOH’s Hutch3 raised prices on the back of secular network improvements, and thus IOH expansion to more areas has little sector downside risk
418 Views