BliBli - Enter The Dark Knight
BliBli is the "Dark Knight" of Indonesian e-commerce, given its private nature, strong market presence, and unicorn status. It has plans to IPO in...
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
283 Views
Grab - Greater Mobility Toward Profitability
GRAB released a strong set of 2Q2021 results with rapid growth in both the delivery and mobility business, with financial services gaining momentum...
289 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
143 Views