China Smartphone Market H1 2017 & IPhone CQ2 Preview
Weak China Sales Weighed in iPhone Global Shipment in CQ2In H1 2017, ~19 mm iPhones were activated in China, representing an 8% decline...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
247 Views
Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
251 Views
JD.com: Rich Valuations on Razor-Thin Margins & Negative ROIC
JD.com's share price rose >20% after reporting a profitable 1Q17. Although the second-largest e-commerce player in China has big ambitions, it...
342 Views
SCMA - In Touch with the Modern World - On the Ground in J-Town
A company visit to SCMA in Jakarta revealed that 2Q17 has seen a marked pick up in overall ad spend, with the fastest quarterly growth since 2012....
242 Views