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).
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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.
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Consumer Tales Aug Wk#3: Ola's Dream Ride, Shopee's SE Asia Lead, Jollibee's Joyful 2Q
Weekly round up include: Ola stock's upside - a base to bullish case valuation analysis. Shopee's 2024 GMV growth target raised. Jollibee's robust...
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[Blue Lotus Daily-TMT Update]:BILIUS/TCOMUS/SEUS/PDDUS/4689JP/4385JP/BABAUS/3690HK/JDUS/700HK/NTESUS
Bilibili's <three mdtx kingdoms:=""> sees ranking rebound, Beijing tourist arrivals up 16.7% YoY in July, Amap launches airport shuttle in Hong...
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[Blue Lotus Daily-TMT Update]:BZ US/3690HK/PDD US/BABA US/SE US/JD US/700HK/NTES US/BIDU/MSFT/TCOM
Enterprises in the US show slight recovery in recruitment confidence, Meituan and Restaurant Brands collaborate to establish take-out satellite...
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