KTC – Disconnect Remains
KTC came out with results that do not appear to support its surge in valuations during November and December. We see a disconnect with market...
310 Views
Gojek (1379371D IJ) - Upping the Ante on Financial Services
Gojek's recent move to increase its stake in Bank Jago to 22% signals it intends to move into providing a broader range of financial services.
288 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views
The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
215 Views
Bank Mandiri Persero (BMRI IJ) - The Unsung Hero of Syariah?
The merger of the three state-owned banks Syariah Banking units will form a much more significant operator with the potential to make higher...
558 Views