GoTo IPO - Valuation - Missed the Tide, Boat Won’t Rise
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we talk about its...
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The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
369 Views
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...
312 Views
BFI Finance Indonesia (BFIN IJ) - Catching a Digital Wave with GoTo?
BFIN is optimistic on the outlook for new financing in 2022 plus the potential for significant tailwinds to come from the association with GoTo...
590 Views
Bank Central Asia: GEM Funds Hit Max Exposure
Ownership in PT Bank Central Asia has hit record highs. Of the 246 active GEM funds in our analysis, 46.3% own BBCA and 40.24% are overweight the...
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