BFI Finance Indonesia (BFIN IJ) - Taking the Digital High Road
The confirmation that Jerry Ng, one of the major shareholders of Bank Jago will take a controlling stake in BFI Finance Indonesia should create a...
316 Views
Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
1.4k Views
Sarimelati Kencana PT (PZZA IJ) - Emerging from the Oven
PZZA managment maintains that it can hit profitability in 4Q2024, with momentum continuing into 2025, and new formats helping to drive recovery. 4Q...
325 Views
The Week That Was in ASEAN@Smartkarma - BCA's Slower Expectations, BRI's Ultra Attractive, and ACES
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated substantive, and actionable insights, macro and equity...
290 Views
SHEIN and Temu: Higher Tariffs Under 2nd Trump Admin an Additional Threat Beyond "De Minimis" Reform
Despite noise from the new US administration regarding additional tariffs on imported Chinese goods, the bigger threat to SHEIN and Temu remains...
330 Views