The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
318 Views
The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
311 Views
Sido Muncul (SIDO): The Dawn of New Era
SIDO has gone full beast mode launching products in non-herbal remedies such as essential oil, and energy drinks (Gatorade lookalike), prompting...
475 Views
ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
280 Views