The Week That Was in ASEAN@Smartkarma - BCA's Slower Expectations, BRI's Ultra Attractive, and ACES
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated substantive, and actionable insights, macro and equity...
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The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
622 Views
Telkom (TLKM): Proven Spin-Off Track Record
TLKM has done it before with Mitratel and now they want to repeat the same playbook with InfraNexia. Is it a risky move? Not really if they did...
110 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
608 Views
Asian Banks - Wide Variance in Credit Growth, and in Delta of Growth Rates in Recent Months
There is a wide variance of domestic loan growth rates in Asian countries, one must be highly selective. There are implications for growth of net...
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