The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Harita Nickel IPO Trading - Quality Names in the Bookbuild Should Aid Sentiment
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) raised around US$660m in its Indonesian IPO. In this note, we will talk about the...
382 Views
PT Surya Citra Media (SCMA IJ) - Primed for Reset in 2023
PT Surya Citra Media had an exciting 2022, with a ramp-up in new audience share-winning original content along with the boost from the Word Cup but...
637 Views
Bukalapak (BUKA IJ) - Big on Take Rates and Execution
Bukalapak beat on revenues and adjusted EBITDA, with continuing improvements to take rates driving improvements with more to come in 2023....
370 Views
Rakuten Bank IPO - Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023. In this...
458 Views