The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views
Bank Rakyat Indonesia (BBRI IJ) - Shifting to Higher Yield Products
Bank Rakyat continues to march to the tune of its micro-lending capabilities with recent moves focused on growing its higher-yield Kupedes and...
454 Views
Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
450 Views
Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
417 Views
Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
256 Views