GoTo (GOTO IJ) - Ploughing a Path to Profitability
GoTo's guidance for 2Q2022 is positive and it should be boosted by higher commission rates plus continuing synergies across the group, helping to...
496 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
366 Views
Mitra Adiperkasa (MAPI IJ) - Reasons to Be Cheerful
1Q2022 results highlighted that Mitra Adiperkasa is back on an expansion tack both in Indonesia and South-East Asia, which looks set to gain...
612 Views
Grab IPO Lock-Up - Over 60% of the Stock Worth Nearly US$8bn Comes Free
Grab raised around US$4.5bn in its de-SPAC listing in Dec 2021. The shares are now trading around 68% below the listing price. The lockup release...
1.9k Views
Grab (GRAB US) - Rolling Recovery in Motion
Grab's most recent results saw a sequential improvement in revenues QoQ with incentives for deliveries coming down. Mobility incentives should come...
517 Views