Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
4.1k Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
415 Views
Link Net MTO Set to Launch as Axiata Completes Stake Acquisition
We think that the MTO opens on 7 July with the earliest possible close of 11 August. At the last close, the gross and annualised spread of a 19...
457 Views
PT Surya Citra Media Tbk (SCMA IJ) - A Vote of Confidence in Vidio
Surya Citra Media looks cheap relative to its holding in Vidio, which is worth 71% of its market cap, and it's trading at a decent discount to its...
496 Views
LQ45 Index Rebalance Preview (July 2022): Candidates for Change
There could be 5 changes to the LQ45 Index at the July rebalance. The adds outperform the deletion the day after announcement and there is...
773 Views