The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
166 Views
The Week That Was in ASEAN@Smartkarma - Resilient Indonesia, MAPI's Secret, and SAT's Acquisition.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
186 Views
Mitra Adiperkasa (MAPI IJ) - Universally Retail
MAPI has proved itself with flying colours during the pandemic and continues to do so as mobility resumes, with offline sales recovering but...
199 Views
Ace Hardware Indonesia (ACES IJ) - The Laggard Household Recovery Story
Ace Hardware Indonesia is trading at 13.5x FY2023E PER, with EPS forecast to recover by +27.8% in FY2023E versus its 5-year average forward PER of...
284 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views