Didi Global Q324 Results & Two Key Reasons Company May Consider A New Listing in 2025
Didi Global's core profitability continued to improve in Q324. More importantly, compared to even a few months ago, we believe a 2025 IPO is...
1.9k Views
The Week That Was in ASEAN@Smartkarma - Erajaya's Strong Finish, Grab +ve, and Alfamart's On-Target
The past week saw insights on Erajaya Swasembada (ERAA IJ), Grab Holdings (GRAB US), GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT...
617 Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
460 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
751 Views
Sarimelati Kencana PT (PZZA IJ) - Emerging from the Oven
PZZA managment maintains that it can hit profitability in 4Q2024, with momentum continuing into 2025, and new formats helping to drive recovery. 4Q...
644 Views