Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
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Vertex Holdings: Singapore's Showcasing SPAC
Vertex, Temasek's venture capital arm, appears to tick all the right boxes towards instilling a modicum of confidence in Singapore's initial foray...
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Bukalapak - Leading the Unicorn Charge - Buy Emtek
Bukalapak has outlined plans to list in Jakarta, giving access to its leading position in enabling warungs in Indonesia. The immediate beneficiary...
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The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
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The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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