The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
Sariguna Primatirta Tbk PT (CLEO IJ) - Indonesia's Pure Water Play
Sariguna Primatirta (CLEO IJ) is an uncovered yet high-quality and high growth consumer player with a strong brand name and decent market share of...
302 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
247 Views
PT Avia Avian (AVIA IJ) - Painting Indonesia From Top to Bottom
PT Avia Avian is an interesting proxy for the recovery in the domestic economy together with the property market plus M&A could be a further...
328 Views
GoTo IPO Trading - A Test for the Domestic Market
GoTo was initially aiming to raise around US$1.25bn from a local listing. It managed to raise US$960m after downsizing its deal and pricing close...
583 Views