Bank Central Asia (BBCA IJ) - The Mother of Connection
A conversation with Bank Central Asia post results revealed some interesting near-term and longer-term trends and initiatives as the economy...
543 Views
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
319 Views
GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
674 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
342 Views
Indonesian Banks 3Q22 Screener; Negara Stands Out as the Value Pick
Bank Negara is our key value pick with its very attractive valuations including PEG ratio, we continue to favour Bank Mandiri, but it is our...
342 Views