The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
271 Views
XL Axiata (EXCL IJ) - Mercury Rising in Data
XL Axiata (EXCL IJ) is our top pick in the Indonesian mobile sector given it is the most focused on data and offers truly converged services to...
469 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Rich Media, Mitratel, and Malaysian Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
Link Net (LINK IJ) - Profitability Intact but Shy on Subscribers
Link Net (LINK IJ) remains attractive as a proxy for the low penetration rates for high-speed fixed broadband in Indonesia as the best quality...
225 Views