CrossASEAN Indonesian Strategy - Peaks and Troughs
Indonesia has extended its PPKN mobility measures until the end of July but we are starting to see some positive signs pointing to a peak in cases....
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The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
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Telekomunikasi Indonesia (TLKM IJ) - The Trend Is Digital
Telkom Indonesia's recent 1Q2021 results reflect a competitive environment but also its growing strength in its digital business, which continues...
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The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
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