Bank Rakyat Indonesia (BBRI IJ) - Both Micro and Digital
Bank Rakyat Indonesia remains one of our top picks amongst the Indonesian banks, with its renewed focus on its core competency in microlending and...
308 Views
Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
355 Views
XL Axiata (EXCL IJ) - High-Speed Digital Enabler
XL Axiata (EXCL IJ) remains the purest proxy for the continued growth in demand for data in Indonesia and should also be a beneficiary from the...
242 Views
Kalbe Farma (KLBF IJ) - Vaccinated for Future Growth
Kalbe, Indonesia's and SE Asia's largest pharma company, has seen some slow down in prescription drug sales due to the pandemic but this has been...
239 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
191 Views