The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
227 Views
The Week That Was in ASEAN@Smartkarma - Astra Intl, ACES, and Multi Bintang
The past week saw insights on Astra International (ASII IJ), Aspirasi Hidup Indonesia (ACES IJ), Multi Bintang Indonesia (MLBI IJ) and DFI Retail...
184 Views
Jardine Matheson - The Slow Grind Lower Can Continue
Results just out for Jardine Matheson, with a loss of $40m compared with a profit $556m and underlying profit is down 33%, all comparatives are...
608 Views
DCI Indonesia (DCII IJ) - More Than a Concept
DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...
277 Views
The Week That Was in ASEAN@Smartkarma - Delfi the Chocolatier, Second Chance Property, and Jollibee.
The past week saw Insights on Delfi Ltd (DELFI SP), Second Chance Properties (SCE SP), Jollibee Foods (JFC PM), Vietcombank, and Indonesia Macro.
250 Views