Bukalapak (BUKA IJ) - Hitting Mitras with More Product
Bukalapak continues to develop new products for both its Mitra and e-commerce business, which should help to improve take-rates with valuations now...
413 Views
Tencent's Big In-Specie Dividend of JD.com Shares
Tencent has decided to distribute the vast majority of the JD.com shares it holds. JD.com got sold off and Tencent got a bump. The Tencent bump is...
1.4k Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
425 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
267 Views
Sea Ltd: Share Price Breaks Down as Free Fire Misfires
Gaming statistics publisher, Activeplayer.io estimates that Free Fire has been losing players on a MoM basis for the past 7 months.
481 Views