Thinking About Bangkok Bank's Buy of Permata
In early-mid December 2019, we finally got an announcement of the disposition of the sale process for Bank Permata (BNLI IJ) by sellers Standard...
628 Views
Blue Bird (BIRD IJ) And GoJek - An Alliance of Champions
In December Indonesian App-based transport Unicorn Gojek signed a share purchase agreement with the country's largest taxi operator Blue Bird...
528 Views
Mitsubishi UFJ Holdings Group - Goodwill Write-Down Bodes Poorly For Bangkok Bank Deal
Indonesia Bank Investment Rule Relaxation Encouraging Transactions. MUFG Takes a Hit On Bank Danamon to Tune of USD 1.9 bn Bangkok Bank -...
584 Views
The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
638 Views
2020 High Conviction Idea: Astra International (ASII IJ) A Re-Rating Story?
Astra International (ASII IJ) is a well managed Indonesian conglomerate with market-leading exposure to the local auto and motorcycle market but...
956 Views