Astra International (ASII IJ) - A Dawning Recovery Is Afoot
A conversation with Astra International (ASII IJ early this week was marked by a cautiously optimistic tone for its core auto-related businesses,...
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Thinking About Bangkok Bank's Buy of Permata
In early-mid December 2019, we finally got an announcement of the disposition of the sale process for Bank Permata (BNLI IJ) by sellers Standard...
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Blue Bird (BIRD IJ) And GoJek - An Alliance of Champions
In December Indonesian App-based transport Unicorn Gojek signed a share purchase agreement with the country's largest taxi operator Blue Bird...
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Mitsubishi UFJ Holdings Group - Goodwill Write-Down Bodes Poorly For Bangkok Bank Deal
Indonesia Bank Investment Rule Relaxation Encouraging Transactions. MUFG Takes a Hit On Bank Danamon to Tune of USD 1.9 bn Bangkok Bank -...
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The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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