Sumber Alfaria Trijaya (AMRT IJ) - Back to Expansion Mode
Sumber Alfaria Trijaya Tbk Pt (AMRT IJ) remains a leading player in Indonesian retail through its minimarkets with plans to accelerate store...
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Grab (GRAB US) - After the Storm
Grab (GRAB US) looks to be on the cusp of a recovery in its mobility business with increasing scope and value-added in both online groceries and...
689 Views
The Week That Was in ASEAN@Smartkarma - United Tractors, Grab's Listing, and GoTo IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
276 Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
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Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
432 Views