Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
1.4k Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
249 Views
Zomato Placement - Momentum Is Very Strong, past Ant Related Deals Have Been Mixed
AntFin is looking to raise around US$400m by selling around 2% of Zomato (ZOMATO IN). Past selldown's by AntFin have produced mixed results.
255 Views
Sea Ltd (SE US) - Take Rate Tiger
Sea Ltd's 2Q2024 results reflected both the success of its bold strategies to drive growth in areas such as live-streaming whilst at the same time...
257 Views
GoTo Gojek Tokopedia (GOTO IJ) - Product-Led Initiatives Driving Growth and Profitability
GoTo (GOTO IJ)"'s 2Q2024 reflected an ongoing focus on growth as the company invested in both its On Demand Services and its Fintech segments...
261 Views