Digital Banks - Still Robust Earnings Growth Potentials Despite Increasing Competition
Despite heightened competition from new players, we expect Seabank and ARTO to retain their dominance in the digital banking space.
258 Views
GoTo Gojek Tokopedia (GOTO IJ) - Product-Led Initiatives Driving Growth and Profitability
GoTo (GOTO IJ)"'s 2Q2024 reflected an ongoing focus on growth as the company invested in both its On Demand Services and its Fintech segments...
464 Views
Bank Jago - 1H24 Earnings Miss, but Solid Asset Quality to Support 2H24 Earnings
We lowered our LT ROE from 18.1% to 16.7% as we trimmed our NIM, which is partly offset by lower CoC. Maintain BUY with a TP of Rp3,800.
215 Views
CrossASEAN Ground Zero - Shopee's Live Streaming Push, GoTo's Multi-Pronged Initiatives, and BliBli
This week we look at Shopee's ongoing efforts to turn up the dial on live streaming as TikTok restructures Tokopedia and we look at the product...
375 Views
The Week That Was in ASEAN@Smartkarma - Prodia's Cure, Ace Hardware, and Erajaya's Growing Volumes
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Prodia (PRDA IJ), Erajaya Swasembada (ERAA IJ), and Barito Renewables Energy (BREN...
360 Views