The Christmas Week That Was in ASEAN@Smartkarma - Malaysian Reshuffle, GoTo Plays Safe, and Alfamart
The Past Week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sumber Alfaria Trijaya (AMRT IJ), Airports of Thailand (AOT TB) and the Philippine...
580 Views
The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
356 Views
The Week That Was in ASEAN@Smartkarma - GoTo Initiatives, Ramayana Lestari, and Indonesia Strategy.
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Ramayana Lestari Sentosa (RALS IJ), Pakuwon Jati (PWON IJ), CP FOODS (CPF TB), and...
455 Views
BDO Unibank – Ready to Run
BDO: BDO reported a QOQ 4Q21net income increase of 10.0%, driven by surprisingly positive operating jaws. Net new NPLs were negative, and reserves...
210 Views
Singapore Exchange – Another SPAC Wrench
SGX: SGX wants to do SPACs, which just became more difficult in the US given likley increased requirements. This should throw certainly throw a...
230 Views