The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Bukalapak, and MNCN's Digital Edge
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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JD Health (6618 HK): Be Careful of Amazon Style Accounting
We believe JD Health will follow the accounting of JDc.om, which is the originated by Amazon. We believe service is the main business, although...
282 Views
S&P500 Index Rebalance: Swiping Right on Match
There are 3 changes to the S&P500 that will be implemented at the close on 17 Sep. There are changes to the S&P400 & S&P600 as well. There will be...
348 Views
End of Lock Up Period + Start of Amazon Global Store Korea = Lower Share Price Likely for Coupang
The combination of the end of the lock-up period for Coupang on September 7th and the start of the Amazon Global Store Korea are likely to put...
334 Views
Amazon Global Store Finally Launches in Korea - In Partnership with 11st (SK Telecom)
Amazon Global Store Korea has finally launched (in partnership with SK Telecom's 11st) and this is likely to lead to a big increase in millions of...
363 Views