The Week That Was in ASEAN@Smartkarma - Link Net, KBANK, and Grab's Delay
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
278 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
354 Views
Kalbe Farma (KLBF IJ) - An Increasingly Healthy Blend
Kalbe Farma is a core holding to play increasing health consciousness in Indonesia, with a strong portfolio of core brands, with valuations below...
330 Views
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views
Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
570 Views