Bukalapak (BUKA IJ) - Specialty Hits Home
Bukalapak 1Q2023 results booked encouragingly strong headline growth coupled with even stronger revenues as take rates increased, with its...
640 Views
Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
610 Views
Pertamina Hulu Energi Early Look - The Positives - High Domestic Market Share
Pertamina Hulu Energi (PHE) is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note, we talk about the positive aspects of...
572 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
386 Views
GoTo (GOTO IJ) - Foundations Laid for Profitable Growth
GoTo 1Q2023 numbers were impressive with the group now contribution margin positive for all its divisions plus making good headway towards positive...
526 Views