PT Surya Citra Media (SCMA IJ) - Catalytic Converter
Surya Citra Media continues to invest in original content but cashflows are expected to be stronger in 2023, paving the way for higher dividends....
319 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
285 Views
Grab Holdings (GRAB IJ) - Rationalising With Growth in Mind
Grab's announcement this week that it would cut 11% of its workforce was a move to rationalise costs to give the platform a sure footing for longer...
568 Views
Alibaba Potential IPOs - Part 5 - An Early Look at Local Operations
On 28th Mar 2023, Alibaba (BABA US) announced that it would adopt a new organizational and governance structure. In those note we take an early...
470 Views
Alibaba Potential IPOs - Part 4 - An Early Look at International Operations
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure. In this note, we take a look...
649 Views