The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
128 Views
Bukalapak IPO: Revenue Take Rate Moving Up, But Not Fast Enough
We are less worried about competition and Bukalapak’s top line growth prospects, although they should naturally decelerate after growing at a CAGR...
260 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
171 Views
Bukalapak IPO: Valuation Insights
Bukalapak will price its IPO at the top-end of its indicative price range of Rp750-850 per share, according to press reports. Our valuation...
303 Views
Bukalapak IPO Initiation: Island Shopping
Bukalapak has increased its IPO size by about a third to $1.5 billion due to strong demand. Its fundamentals tick all the right boxes of rising...
280 Views