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...
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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...
769 Views
Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
356 Views
Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
456 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.
446 Views