The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
352 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
402 Views
Link Net’s MTO from Axiata Investments and XL Axiata
The two largest shareholders have agreed to sell their stakes to Axiata Investments and XL Axiata at IDR4,800. Post completion, the two buyers will...
410 Views
Link Net (LINK IJ): Axiata's MTO
Currently, trading at a gross/annualised spread of 10.0%/16.6%. I'd get involved here either for the arb, or to play the back-end.
541 Views
IDX30/LQ45 Index Rebalance: BIG Impact Changes in Limited Time
There are 2 changes to the IDX30, 5 to the LQ45, and 9 to the IDX80. There are a few large impact/flow names on the IDX30/LQ45 indices. The adds...
722 Views