BlueBird (BIRD): Flying Higher
At 9.8 EV/EBITDA and 0.73 PBR, Blue Bird (BIRD IJ) is currently trading at 42% and 44% discount in EV/EBITDA and PBR compared to its peers despite...
416 Views
Gojek and Grab Merger Wishful Thinking?
The talk that Grab and Gojek are in the advanced stage of merger talks seems to be a reiteration of the earlier chatter and some wishful thinking...
456 Views
The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
194 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
271 Views
Bluebird (BIRD): Correlated with PSBB, Beneficiary of WFH to WFO Switch
With most of its revenues are generated from the greater Jakarta area, Blue Bird (BIRD IJ) is positively correlated t
388 Views