The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
366 Views
Grab IPO Lock-Up - Over 60% of the Stock Worth Nearly US$8bn Comes Free
Grab raised around US$4.5bn in its de-SPAC listing in Dec 2021. The shares are now trading around 68% below the listing price. The lockup release...
1.9k Views
GoTo Gojek Tokopedia: Turning Tide with Index Inclusion?
GoTo completes 20 trading days today. The stock meets the threshold for Fast Entry to the IDX30/LQ45/IDX80 indices where passive trackers will need...
840 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
Bukalapak (BUKA IJ) - Higher Take Rates and Better Quality Growth Ahead
Bukalapak (BUKA IJ) looks like an increasingly interesting way to play the Indonesian digital economy with an expanding ecosystem and increasing...
645 Views