Sea Limited - Too Early To Call For The Bottom
In our last update, the stock was around $250, and we called for a reality check in progress which might have led to a sharp revision in the...
333 Views
CrossASEAN Digital - Is Buy Now Pay Later Different for South-East Asia?
Buy Now Pay Later (BNPL) is the happening area in South-East Asia fintech, and especially in Indonesia, where there are already 10 players vying...
273 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
232 Views
Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
308 Views
PT Surya Citra Media Tbk (SCMA IJ) - Undervalued in Digital
PT Surya Citra Media Tbk (SCMA IJ) looks like the undervalued child of Emtek (EMTK IJ), despite its move into the OTT and digital advertising space...
279 Views