The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
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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Bilibili (BILI): 1Q21, Weak Game, Strong Video, and Endless Loss
In game industry, distribution channels have lost bargaining power over developers. All BILI's video related businesses grew strongly in 1Q21. We...
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Weekly Innovation Review (WIRE) #31
Headline Developments A significant breakthrough with IBM (IBM) unveiling the world’s first chip on 2 nanometer (nm) technology. In a nutshell,...
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Match 1Q21 Earnings: Looking for an Opening
Match's EV/EBITDA is lower today (36x) then it was 6 months ago (42x) and we are 6 months closer to not just a normalization, but likely massive...
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Amazon 1Q21: The Fastest Growing Business in the World
Amazon’s businesses are booming. Retail is on a $400B runrate growing 45%. AWS $54B, growing 32%, Advertising $25B, growing 73%. We think the...
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