Mitra Adiperkasa (MAPI IJ) - Unified Retailing Proves Its Worth
Mitra Adiperkasa (MAPI IJ) 's 3Q2021 results were hard hit by mobility measures in July and August but the company's unified retailing strategy has...
254 Views
Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
286 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
271 Views
Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
524 Views
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
199 Views