Bukalapak IPO: Reaching Hard to Reach Areas but Prospects of Profitability Is Bleak
At the proposed IPO price range, Bukalapak is trading at 41.9-47.6x 2020 EV/Sales, which is not cheap, especially for a company that may not be...
234 Views
Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
194 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...
147 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
130 Views
Mitra Adiperkasa (MAPI IJ) - Mercury Rising
MAPI remains a core proxy for the recovery in consumer spending in Indonesia, which is well-underway, with an increasingly digital edge.
348 Views