The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views
GoTo (GOTO IJ) - A Transient State
GoTo 4Q2022 and FY2022 headline numbers do not tell the whole story, given large one-off charges for goodwill right downs, without which...
514 Views
Nubank (NU US); Strong Execution to Drive Premium ROE into 2023 and Beyond
Nubank presented solid 4Q22 results, with high activity rates, growing revenue per customer, controlled costs per customer whilst keeping a sound...
572 Views
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
296 Views
IDX30/LQ45/IDX80 Index Rebalance: 4 Days to Implementation
There are 3, 6 and 7 changes for the IDX30, LQ45 and IDX80 indices. There are only 4 days to implementation and multiple days ADV to trade on a lot...
840 Views