The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
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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Bukalapak IPO: Valuation Insights
Bukalapak will price its IPO at the top-end of its indicative price range of Rp750-850 per share, according to press reports. Our valuation...
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Understanding Alibaba, Why It's Better Than Amazon
Alibaba is entirely misunderstood by most investors. It is more an ecosystem than a company as I shall explain. Combine Amazon including AWS, Ebay,...
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Alibaba (BABA): China E-Commerce Growth Rate Not Declining, But Accelerating
We believe China online retail growth rate accelerated in May and June 2021 compared to 2019. In 2021, e-commerce apps keep most users who started...
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Bukalapak IPO Initiation: Island Shopping
Bukalapak has increased its IPO size by about a third to $1.5 billion due to strong demand. Its fundamentals tick all the right boxes of rising...
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