Bank Negara Indonesia (BBNI IJ) - Time to Play Catch Up?
Bank Negara Indonesia (BBNI IJ) has been a perennial underdog in terms of valuations versus its peers but as its ROE and ROA converge with those...
703 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
599 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
485 Views
Bank Central Asia (BBCA IJ) - The Mother of Connection
A conversation with Bank Central Asia post results revealed some interesting near-term and longer-term trends and initiatives as the economy...
543 Views
Global Emerging Markets: Reporting Season Summary, 3Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
297 Views