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.
422 Views
Mitratel (Dayamitra Telekomunikasi) IPO Initiation: Control Tower
Mitratel has launched an IPO to raise $1.4-1.8 billion. Mitratel is well-placed to benefit from industry consolidation. Overall, Mitratel's...
193 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
189 Views
Sarana Menara Nusantra (TOWR:IJ)- Improving Operating Environment Should Eliminate Undervaluation
Sarana Menara Nusantara (TOWR IJ) (Protelindo) recently reported Q3 2018 results. There were both positive and negatives in the report. The most...
321 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
351 Views