SEA EConomy - A Squall in 2022 with Rough Seas Ahead
Major digital players in South-East Asia will release 3Q results next month with all eyes focused on take rates, contribution margins, and Adjusted...
266 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes on Monday
Float and capping changes will result in selling on BBCA & EMTK and buying on GOTO, TLKM, BMRI, BBRI & ASII. This is an opportunity to sell some...
351 Views
PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
242 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
168 Views
Bank Rakyat Indonesia (BBRI IJ) - Solid MSME Dominator with a Digital Edge
Bank Rakyat continues to increasingly utilise digital channels utilise digital channels to expand its network and reduce costs. Valuations remain...
186 Views