GoTo (GOTO IJ) - Foundations Laid for Profitable Growth
GoTo 1Q2023 numbers were impressive with the group now contribution margin positive for all its divisions plus making good headway towards positive...
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Internet Retail: EM Funds Raise Overweights
The percentage of funds positioned overweight the Internet Retail sector hits record highs as Value funds enter the picture.
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China TMT Update(Apr.12)-BIDU/BABA/SE/PDD/SHEIN - More Companies Announce Large Language Models
BIDU：More companies announce/release large language model projects（-） BABA/SE: Brazil cancels tax exemption for cross-border ecommerce (-) PDD:...
305 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
318 Views
Harita Nickel IPO Trading - Quality Names in the Bookbuild Should Aid Sentiment
PT Trimegah Bangun Persada Tbk (Harita Nickel) (2230010D IJ) raised around US$660m in its Indonesian IPO. In this note, we will talk about the...
376 Views