The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
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XL Axiata (EXCL IJ) - Inline 3Q23 Earnings; Growth Trajectory Intact
EXCL’s in-line 3Q23/ 9M23 results show that it has strategically moved further to higher ARPU users in 3Q23, while opex streamlining has improved...
492 Views
XL Axiata (EXCL.IJ) - Inline 3Q23 Earnings; Growth Trajectory Intact
XL Axiata(EXCL IJ)Inline 3Q23 earnings; growth trajectory intactEXCL’s in-line 3Q23/ 9M23 results show that it has strategically moved further to...
450 Views
The Week That Was in ASEAN@Smartkarma - Cisarua Mountain Dairy, Sumber Alfaria Trijaya, and DBS Bank
The past week saw insights on Cisarua Mountain Dairy (CMRY IJ), Sumber Alfaria Trijaya (AMRT IJ), Ace Hardware Indonesia (ACES IJ), Boustead...
507 Views
Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
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