Comfort Delgro (CD): Undervalued and Recovery in Ridership
Comfortdelgro Corp (CD SP) share price was battered around 40% due to the COVID-19 induced (domestically) Circuit Breaker and (internationally)...
431 Views
Jasa Marga (JSMR): Further Fall from COVID-19 Scaling Up
Jasa Marga's share price has experienced a short term bounce of 41% in the last week, coming off from a low base at IDR 2,340 to IDR 3,300 last...
397 Views
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
315 Views
Bluebird (BIRD): Not a Buy Yet...
Blue Bird (BIRD IJ) share price has taken a beating of 40% since Q4 2019 up to yesterday (18 March 2020). The news that Gojek (1379371D IJ) bought...
348 Views
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
410 Views