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CrossASEAN Research
Insights across South East Asia
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Singapore
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bullish
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Sea
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16 May 2024 16:12
Sea Limited (SE US) - Making Hay
Sea Ltd continues to focus on its core competitiveness in pricing, service quality, and lowering the cost to serve through SPX Express, with...
Angus Mackintosh
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184 Views
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bullish
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Thematic (Sector/Industry)
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15 May 2024 16:03
Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
Nicolas Van Broekhoven
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140 Views
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bullish
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Grab Holdings
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15 May 2024 08:54
Grab Holdings (GRAB US) - Rich in Initiatives
Grab's 1Q2024 results will reflect seasonal factors but should also reveal something about Grab's new initiatives and the changing competitive...
Angus Mackintosh
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209 Views
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bullish
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Cross Asset Strategy
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14 May 2024 00:07
The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
Angus Mackintosh
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208 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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13 May 2024 23:56
GoTo Gojek Tokopedia (GOTO IJ) - Metamorphosis
GoTo will drive growth less through incentives but more through innovative products, user base, and retention through its subscription products,...
Angus Mackintosh
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276 Views
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