Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
625 Views
GoTo (GOTO IJ) - Key Initiatives and Foundations
GoTo released a Newsletter for May which reiterated its progress toward profitability as well as some key initiatives including increasing service...
522 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
GoTo (GOTO IJ) - Foundations Laid for Profitable Growth
GoTo 1Q2023 numbers were impressive with the group now contribution margin positive for all its divisions plus making good headway towards positive...
426 Views
Harita Nickel IPO: Trading Debut
Peers have re-rated and the IPO price continues to imply a discount to the median peer CY2023 P/E multiple. Therefore, the IPO price remains...
392 Views