Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
134 Views
Grab, Go-Jek, Alipay, WeChat Pay; Who Will Be the Payment Goliath in Southeast Asia? - Part 4
In part 4 of this series, I will evaluate the mobile/ e-payment providers on 10 metrics and total their score. Based on their total score, I hope...
496 Views
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
230 Views
Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
363 Views
Ramayana Lestari - Moving with the Millennials - On the Ground in J-Town
A meeting with Ramayana Lestari Sentosa Pt (RALS IJ) management in Jakarta last week confirmed that the company continues to move forward on its...
199 Views