PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
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The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
192 Views
Bank Rakyat Indonesia (BBRI IJ) - Solid MSME Dominator with a Digital Edge
Bank Rakyat continues to increasingly utilise digital channels utilise digital channels to expand its network and reduce costs. Valuations remain...
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The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
198 Views
Bank Negara Indonesia (BBNI IJ) - More Than Meets the Eye
Bank Negara Indonesia (BBNI IJ) remains the laggard amongst the top four Indonesian banks but we see this as unjustified given improving returns...
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