The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
194 Views
BGC: Negative View for the Acquisition of the Three Companies
Negative view for the acquisition of the three companies. We downgrade our rating to HOLD. As this deal is not finalized yet, we will revise our...
216 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
307 Views
BGC: Re-Opening the Cities Will Drive 2H20 Performance
Yesterday analyst meeting came out with a slightly positive tone. We expect 3Q20 performance to grow QoQ and YoY as revenue from packaging business...
292 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
305 Views