The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
218 Views
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
220 Views
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