The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
186 Views
Sea Ltd (SE US) - Gaming the E-Commerce Epiphany
Sea Ltd (SE US) continues to generate increasingly robust cashflows from its gaming business, which is used to bankroll the growth in its e...
556 Views
Bank Mandiri Persero (BMRI IJ) - A Stand Out on a Number of Fronts
Bank Mandiri remains our top pick amongst the Indonesian banks, with a number of standout positives in credit quality, funding, digital banking,...
433 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
208 Views
Astra International (ASII IJ) - An Auto-Recovery Story with a Golden Digital Twist
Astra remains one of our top picks for post-COVID-19 recovery in Indonesia, with its core auto and other businesses gaining ground. It has a rock...
352 Views