CrossASEAN Ground Zero - GoTo's Sustainability Verified, 2W EVs, and the Stormy Year Ahead
CrossASEAN Ground Zero is a new thematic weekly product that will focus on key Southeast Asian digital themes and technology trends with a core...
495 Views
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
605 Views
The Week That Was in ASEAN@Smartkarma - GoTo & TikTok, BliBli's Omnichannel, and Malaysian Banks
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Global Digital Niaga (BELI IJ), Malaysian Banks, Indonesian banks, and Indonesian...
356 Views
Merdeka Battery Materials Lockup Expiry - US$1.5bn Lockup Expiry, Some Have Sold Beforehand
Merdeka Battery Materials (MBMA IJ) was listed on 18th Apr 2023, when it raised around US$591m in its Indonesian IPO. Its eight-month lockup will...
428 Views
Nickel: Expect NPI Price to Decouple and Stabilize
While we expect LME nickel price to decline further in FY24F, we project NPI price will decouple and stabilize at US$14k/t.
333 Views