The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
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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Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies
Intel has the potential to be the turn around story of the decade. A $1 trillion market cap is achievable within 5 years, but it depends on the...
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Coupang Pre-IPO - Earnings Forecast and Valuation
Coupang, the largest product e-commerce player in Korea, aims to raise around US$3bn in its US listing. The company has earlier obtained...
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2nd Emergency Means New Opportunities for Supermarkets
Japanese supermarkets suffered from genteel decline in the decade to 2020. And then Covid-19 forced everyone home, resulting in a propensity to...
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Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
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