The Week That Was in ASEAN@Smartkarma - Grab's Lead, Bank Rakyat Indonesia, and CLEO's Pure Water
The past week saw insights on Grab Holdings (GRAB US), Bank Rakyat Indonesia (BBRI IJ), Sariguna Primatirta (CLEO IJ), PT Metrodata Electronics...
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Selamat Sempurna (SMSM IJ) - Filter Champion
Selamat Sempurna is one of the most interesting industrial companies in Indonesia, with a leading market share in filters for auto and heavy...
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PT Metrodata Electronics (MTDL IJ) - A Future in AI Implementation
Metrodata should see a recovery in solutions & consulting in 2H2024, with increasing demand from AI-related projects, which will further drive...
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Bank Rakyat Indonesia (BBRI IJ) - Special Mention on the Turn
Bank Rakyat Indonesia will slow micro-lending and grow corporate loans this year to address the cost of credit. Profits will likely be flat and...
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Grab Holdings (GRAB US) - Facing Off the Competition
Grab Holdings (GRAB US) continues to reinvest excess margins in growth but the real kicker will come next year once new product initiatives fully...
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