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
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
478 Views
Bukalapak (BUKA IJ) - Opportunity from Adversity
Bukalapak saw some dramatic improvements in both take rates and contribution margins in 3Q2022, with more to come in 4Q2022 and beyond, from both...
499 Views