Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
424 Views
Bank Central Asia (BBCA IJ) - Sustainable Virtual Recovery Ahead
Bank Central Asia (BBCA IJ) continues to demonstrate its resilience and initiative during the pandemic period and remains a core holding for its...
322 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views
State Bank of India: New 5.5-Year Senior - Until Downgrade Do Us Part
We derive fair value at T+150. Market demand may drive this bond inside fair value. However, given rating directionality, we believe that you buy...
409 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views