Bluebird (BIRD): Not a Buy Yet...
Blue Bird (BIRD IJ) share price has taken a beating of 40% since Q4 2019 up to yesterday (18 March 2020). The news that Gojek (1379371D IJ) bought...
475 Views
CrossASEAN Strategy - Life After Gojek and the Land of Digital Banking
The fact that Gojek (1379371D IJ) has managed to secure US$1.2bn in new funding over the past week in this apocalyptic environment says something...
555 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views
CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
521 Views