CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
417 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
477 Views
Blue Bird (BIRD IJ) And GoJek - An Alliance of Champions
In December Indonesian App-based transport Unicorn Gojek signed a share purchase agreement with the country's largest taxi operator Blue Bird...
403 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
830 Views
Blue Bird (BIRD): Short Term Dislocation
Bluebird share price has gone up 30% in the past week before the announcements that Gojek plans to invest up to 5% of the company's companies...
711 Views