GMA Networks/GMA Holdings (Initiation) - High Quality, Undervalued Media Asset
INVESTMENT THESISGMA Network is a competitively advantaged firm enjoying economies of scale with customer captivity and regulatory barriers to...
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Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation
With 2016 operational figures that shows improvement in every way from increase in revenues, decrease in OpEx, increase in market share in Urban...
550 Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
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Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)
In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then & Now: Online Grocery...
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