CrossASEAN Ground Zero - Let the Quest Begin
We look at the major themes and challenges for listed tech stocks in Southeast Asia including Sea Ltd, GoTo Gojek Tokopedia, Grab Holdings, Global...
709 Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
823 Views
Technology: 3Q24 Preview: GOTO Poised for EBITDA Growth
GOTO poised for 3Q24 EBITDA growth driven by resilient ODS, loan balance expansion, improving CM and stable recurring costs.
259 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
CrossASEAN Ground Zero - Bukalapak, Astra International, OhHaju, and Sea Ltd
This week we look at Bukalapak, as Emtek increases its direct stake, Astra's latest healthcare push into cardiology, and Ohhaju (OKJ TB),...
766 Views