Bank Mandiri (BMRI IJ) - Growing By Digital Means
Bank Mandiri (BMRI IJ) remains a core holding among the Indonesian banks as a proxy for the overall economy with valuations attractive given rising...
723 Views
Bank Negara Indonesia (BBNI IJ) - Time to Play Catch Up?
Bank Negara Indonesia (BBNI IJ) has been a perennial underdog in terms of valuations versus its peers but as its ROE and ROA converge with those...
703 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
598 Views
GEM Weekly: 2022 Yearend Edition
In our final weekly for the year, we look back at 2022 to see which GEM stocks, countries, and currencies out and underperformed, and look forward...
479 Views
The Week That Was in ASEAN@Smartkarma - BCA's Connectivity, VinFast to IPO, and I-Tail Corp Listing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
377 Views