Adi Sarana Armada (ASSA IJ) - Harnessing Logistics and Autos
Adi Sarana Armada (ASSA IJ) continues to represent a unique proxy to play both transport and logistics in Indonesia through its auto business plus...
702 Views
Sumber Alfaria Trijaya (AMRT IJ) - Lawson Taking Up the Reins of Convenience
Sumber Alfaria through its Alfamart and Alfamidi formats is one of the largest mini-market operators in Indonesia but is now expanding aggressively...
557 Views
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
487 Views
Grab (GRAB IJ) - Moving Forward on a Number of Fronts
Our recent update with Grab (GRAB US) management revealed a number of interesting product-led initiatives that will drive future growth and...
718 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
581 Views