The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
445 Views
Sea (SE US) - Turning Up the Investment Dial
Sea Ltd 2Q2023 reflected an underlying slowdown but beneath the surface, the company's core marketplace business saw accelerated growth, as it...
712 Views
GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
460 Views
GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
453 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
427 Views