The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
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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GoTo IPO Trading - A Test for the Domestic Market
GoTo was initially aiming to raise around US$1.25bn from a local listing. It managed to raise US$960m after downsizing its deal and pricing close...
684 Views
GoTo May Not Be So Expensive, If You Own It Through Beenos
Beenos owns 3.545bn shares of GoTo with a lock-up period of 8 months and at the IPO price, the company’s ownership share would be valued at around...
646 Views
GoTo IPO - A Finely Tuned Balance
Valuations are challenging but GoTo represents the best proxy for the Indonesian digital economy given its broad and unique exposure to key...
470 Views
Matahari Department Store (LPPF IJ) - All Eyes to the Podium
Matahari Department Store has the potential for a re-rating as it regains its place on the winning podium amongst Indonesian retailers in very...
383 Views