Grab Holdings (GRAB US) - Steering and Batching Towards Profitability
Grab remains confident on the outlook with guidance revised upwards, with the company looking at some potentially interesting M&A, which should be...
784 Views
MS-Indonesia Index Earning Revision (Sep): Barito Pacific, Bukit Asam, Adaro Andalan Indonesia
We analyzed MS-Indonesia's consensus for Sep 2026 and highlighted changes of EPS in Barito Pacific (BRPT IJ), Bukit Asam (PTBA IJ), Adaro Andalan...
90 Views
Mynt (GCash) IPO: Analysis of Deal Terms and Valuation
We analyze Mynt's USD 1,279m Philippine IPO. We look at deal terms and the cornerstone investors, as well as its valuation. We would participate in...
180 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
557 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
609 Views