The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views
Bank Rakyat Indonesia (BBRI IJ) - Positive Vibes on Micro Growth and Reach
Bank Rakyat will drive growth through MSME lending, which now makes up 82.5% of loans, with micro and ultra-micro having significant upsides....
369 Views
Pertamina Geothermal Energy IPO - Thoughts on Valuation
Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.
518 Views
Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like a Power Producer
Pertamina Geothermal Energy (PGE) is looking to raise around US$650m in its upcoming Indonesia IPO. PGE is an state owned power producer which...
429 Views
The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views