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
Bank Negara Indonesia (BBNI IJ) - Ripe for A Re-Rating?
Bank Negara Indonesia (BBNI IJ) is often seen as the bank playing catch up with its peers but maybe this time is different and it may finally be...
242 Views
FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
160 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Thai Beverage, and Astra's Auto Boon
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
249 Views
CrossASEAN Digital Economy - The Gloves Are off in Digital Finance?
Competition between digital banks and conventional banks has started to heat up in Indonesia and is only going to accelerate the digitisation trend...
367 Views