The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Bluebird (BIRD): Correlated with PSBB, Beneficiary of WFH to WFO Switch
With most of its revenues are generated from the greater Jakarta area, Blue Bird (BIRD IJ) is positively correlated t
388 Views
Bank Central Asia (BBCA IJ) - Liability Protection
Bank Central Asia (BBCA IJ) released a decent set of 1H2020 results with net profit of IDR12,240bn versus IDR12,862bn in IH19 or -4.8%% decline...
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E-Wallet Adoption Is Soaring from COVID, Catalyzing Southeast Asia Digital Economy Boom
Earlier in the year, we published an in-depth analysis explaining how Southeast Asia's digital economy could grow much faster than expected should...
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Grab: Entrenched Super-App Positioned for Next Stage of Growth
Grab has an entrenched leading position in SE Asia. The ride-hailing turned super-app company is positioned to capture much of SE Asia’s shift...
503 Views