Astra International (ASII IJ) - Digitally Remastered in a Cyclical Recovery
Astra remains a top pick to play the economic recovery in Indonesia through autos, motorbikes, financial services, and heavy equipment with...
421 Views
Emtek (EMTK IJ) - The Indonesian Digital Game of Thrones
EMTEK remains the largest locally listed proxy to play digital media, e-commerce, and digital payments in Indonesia. The news that Grab has taken a...
424 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
224 Views
Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation
Our SOTP valuation implies significant downside to Grab’s pro-forma valuation of the proposed SPAC deal even after assigning generous target...
653 Views
SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
473 Views