The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
264 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
151 Views
Jakarta Composite Index: Impact of Change to Capped Free Float Weighting
The JCI will change from a full market cap weighted index to a capped free float mkt cap weighted index. Beneficiaries are TLKM, BBRI, ASII, BMRI &...
781 Views
Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
225 Views
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
187 Views