Adi Sarana Armada (ASSA IJ) - Building on Pillars
Adi Sarana Armada continues to build on its three pillars of growth across transport, used car sales, and logistics including its leading last-mile...
337 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views
Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
496 Views
Rakuten (Neutral) - A Surprising Win with Goto Although Its Mobile Challenges Remain
The IPO of Goto was a win for Softbank Vision Fund but Rakuten has also come out well surfacing ¥13bn in value from early stage investments and...
424 Views
SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
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