The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
269 Views
Siloam International Hospital (SILO IJ) - A Quickening Metabolism
Siloam Hospital's recent results demonstrate the management's ability not only to cope with COVID-19 and to benefit from it but also to adjust its...
418 Views
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
259 Views
Prodia Widyahusada (PRDA IJ) - Diagnosed as Resilient
Prodia remains one of our top healthcare picks in Indonesia, showing resilience during the pandemic, just releasing a strong set of numbers, and...
320 Views
Raffles Medical Group: A Path to the Exit
We were bearish for several years because of slowing growth and expected drags from new facilities. We are turning bullish now that the market...
558 Views