Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
311 Views
The Week That Was in ASEAN@Smartkarma - Arwana, BFI Finance Indonesia, and Singapore Banks
The past week saw insights on Arwana Citramulia (ARNA IJ), BFI Finance Indonesia (BFIN IJ), Raffles Medical Group (RFMD SP) and Yangzijiang...
301 Views
[Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin
DeepSeek claimed profit margin of 85%, JD's take out initiative doubted, Shopee and Lazada collude to raise commission in SE Asia.
212 Views
Sea Ltd & Grab Holdings: Non-Benchmark Attraction
Investment in Singapore's two most widely held names is climbing among active Emerging Market Equity Funds, with Grab Holdings hitting new highs in...
318 Views