The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
309 Views
Bukalapak (BUKA IJ) - Increasing Clarity with a Focus on Category Leadership
Take rates should improve in 2022, as Bukalapak offers a broadening array of services across its Mitra and marketplace verticals, with valuations...
551 Views
GoTo Gojek Tokopedia IPO: Potential LQ45, IDX30, IDX80 Index Fast Entry & Impact
GoTo lists tomorrow and could get Fast Entry to the IDX30, LQ45 and IDX80 indices if the IDX uses a float of 66%. That would require passives to...
1.2k Views
GoTo IPO Trading - A Test for the Domestic Market
GoTo was initially aiming to raise around US$1.25bn from a local listing. It managed to raise US$960m after downsizing its deal and pricing close...
583 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...
315 Views