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
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
318 Views
Emtek (EMTK IJ) - The Indonesian Digital Game of Thrones
EMTEK remains the largest locally listed proxy to play digital media, e-commerce, and digital payments in Indonesia. The news that Grab has taken a...
553 Views