The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
261 Views
Pertamina Geothermal IPO: Trading Debut
Peers have modestly re-rated and the IPO price continues to imply a discount to the median peer CY2023 EV/EBITDA multiple. Therefore, the IPO price...
438 Views
The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
361 Views
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
304 Views
Cisarua Mountain Dairy (CMRY IJ) - Fuelled by General Trade and Miss Cimory
Cisarua Mountain Dairy remains one of Indonesia's most interesting high-quality consumer staples companies, with strong brands in both premium...
419 Views