GoTo IPO - A Finely Tuned Balance
Valuations are challenging but GoTo represents the best proxy for the Indonesian digital economy given its broad and unique exposure to key...
367 Views
Matahari Department Store (LPPF IJ) - All Eyes to the Podium
Matahari Department Store has the potential for a re-rating as it regains its place on the winning podium amongst Indonesian retailers in very...
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The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Smartkarma Originals
GoTo Tearsheet - Accounts for 2% of Indonesia's Economy
GoTo, is an Indonesian holding company, was formed in May 2021 as a result of a merger between Gojek, leading player in ride hailing, and...
525 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
201 Views