The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
453 Views
GoTo Gojek Tokopedia (GOTO IJ) - Metamorphosis
GoTo will drive growth less through incentives but more through innovative products, user base, and retention through its subscription products,...
563 Views
Bukalapak (BUKA IJ) - Eureka Moment with Better Visibility Ahead
Bukalapak is expected to see sustainable profitability accompanied by revenue growth, with the marketplace recovering with a better product mix....
488 Views
Astra International (ASII IJ) - Striking a Balance with Finance
Astra continues to mirror the Indonesian economy, with its latest investment in geothermal but its nickel businesses also growing. Valuations...
593 Views
The Week That Was in ASEAN@Smartkarma - BCA Leads, BFIN Is Back, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
345 Views