GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
524 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
441 Views
Bukalapak (BUKA IJ) - A Virtuous Circle to Profitability
Bukalapak continued to demonstrate the effectiveness of the circular nature of its model in 2Q2023, with demand from its O2O business fueling...
717 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO Trading - Should Be a Steady Listing
Nusantara Sejahtera (Cinema XXI) raised around US$150m in its Indonesia IPO. In this note, we talk about the trading dynamics.
403 Views
The Week That Was in ASEAN@Smartkarma - Astra's Omnipresence, Grab's Taxi Win, and AKRA
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
414 Views