The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
Bluebird (BIRD): Back to Profit, Big Data and BCA
Partnership with local transport authorities such as LRT Jakarta and BCA for seamless and cashless payment, Bluebird’s valuation at 0.6x PBR is...
319 Views
Jasa Marga (JSMR): Traffic Is Back, on the Ground Sources.
Lack of new toll road development takes some time before the new route adoption has started to increase, the company’s profitability went up...
337 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
321 Views
ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
280 Views