The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
642 Views
Tuas (TUA AU): Even IF In Breach, This Is A Buy
Despite an uncertain backdrop, Tuas' share price appears unduly beaten up here. Yes - absent the M1 merger, it remains Singapore's budget operator....
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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