Bluebird (BIRD): Back to Profit, Big Data and BCA
Partnership with local transport authorities such as LRT Jakarta and BCA for seamless and cashless payment, Bluebird’s valuation at 0.6x PBR is...
438 Views
Jasa Marga (JSMR): Traffic Is Back, on the Ground Sources.
Lack of new toll road development takes some time before the new route adoption has started to increase, the company’s profitability went up...
454 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
418 Views
ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
387 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
340 Views