The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
627 Views
The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
510 Views
ASEAN Utilities: From Tap To Socket
I'd be shorting Intouch Holdings' shares here, and going long Advanced Info Service Public, along with some Singapore Telecom.
557 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
385 Views
PT Surya Citra Media Tbk (SCMA IJ) - A Vote of Confidence in Vidio
Surya Citra Media looks cheap relative to its holding in Vidio, which is worth 71% of its market cap, and it's trading at a decent discount to its...
498 Views