The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Sea Ltd: Draining the Cash-Cow in Search of E-Commerce and Fintech Growth - Part II
Fintech business is still in early stages and its losses could more than offset the small improvements in Shopee and without Free Fire to offset...
349 Views
Tokopedia PT (1087142D IJ) - From Private to Public by Hook or by Crook
Tokopedia has confirmed that it is looking to go public and has enlisted Investment Banks to speed the process. This will give investors an...
464 Views
Mitra Adiperkasa (MAPI IJ) - Unifying with the Digital World
MAPI continues to be our preferred proxy for the Indonesian retail recovery in Indonesia for next year, having successfully harnessed its online...
440 Views
IQiyi Placement - An Ex-Growth Netflix - Needs a Deep Deep Discount
iQiyi aims to raise around US$1.7bn from a CB and primary follow-on offering. The ADS offering is expected to raise around US$900m, with the...
283 Views