PT M Cash Integrasi Tbk: Leaning More Towards High-Margin Products
We raised our EV/Sales multiple valuation to IDR19,170/share on higher FY22E revenue estimates. Profit wise, we expect margins to improve due to...
358 Views
CrossASEAN Digital - Online Groceries Are All the Rage
Online groceries are all the rage in South East Asia as consumers change their consumption habits but are still at an early stage with many years...
594 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
328 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
251 Views
SCCM | PT M Cash Integrasi Tbk (MCAS IJ)
Looking ahead to FY22E and beyond, Covid-19 has proven to be a bane to MCAS’s margins even as 1H21 revenue met c.50% of FY21E expectations of...
234 Views