CrossASEAN Strategy - Consumption Purge
Despite relatively healthy revenue growth from retailers in Southeast Asia, the share prices of listed consumer companies have been weak, with...
246 Views
The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...
500 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
616 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, BFIN, Prodia, and Shakey's Pizza
The past week saw insights on Bank Rakyat Indonesia, Prodia (PRDA IJ), BFI Finance Indonesia (BFIN IJ), Bumrungrad Hospital (BH TB), and Shakey's...
422 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
530 Views