Grab (GRAB US) - Living in an Ethereal World
Grab's1Q2023 made for positive reading with rapid revenue growth and a quickening of progress towards profitability. Too much time dwelling on...
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Bukalapak (BUKA IJ) - Specialty Hits Home
Bukalapak 1Q2023 results booked encouragingly strong headline growth coupled with even stronger revenues as take rates increased, with its...
514 Views
Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
472 Views
Pertamina Hulu Energi Early Look - The Positives - High Domestic Market Share
Pertamina Hulu Energi (PHE) is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note, we talk about the positive aspects of...
414 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
280 Views