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...
257 Views
Cisarua Mountain Dairy (Cimory) IPO: Valuation Insights
Cimory is seeking to raise up to $265 m. Bookbuilding ends on 17 Nov and shares will list on 6 Dec. Our valuation analysis suggests that we would...
332 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
117 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
135 Views
Sido Muncul (SIDO IJ) - A Consumer Health Gem
Sido Muncul (SIDO IJ) is an increasingly interesting consumer health play for Indonesia, with its main brand a household name, with signs that its...
332 Views