Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
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Pertamina Hulu Energi Early Look - The Positives - High Domestic Market Share
Pertamina Hulu Energi (PHE) is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note, we talk about the positive aspects of...
395 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...
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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...
417 Views
GoTo(GOTO IJ): Better than Expected Profitability Improvement
GOTO has come a long way to adjusting its model from incentives and marketing based strategy to drive GTV, to prioritizing profit with strong...
337 Views