The Week That Was in ASEAN@Smartkarma - Astra Intl, IHH Healthcare, and Top Picks in the Philippines
The past week saw insights on Astra International (ASII IJ), Mphb Capital (MPHB MK), IHH Healthcare (IHH MK), Thai Union Group (TU TB), and PTT E&P...
331 Views
Technology: E-Commerce Players Raise Commissions
Shopee, TTS/Tokped, and Lazada are raising seller fees by 105-154/65/ 154bps in Sep24, with new rates expected to enhance market dynamics.
220 Views
CrossASEAN Ground Zero - Lazada's Profitable, Bukalapak's Loss, PropertyGuru, and SEA Coffee
This week we look at Lazada's swing into profit in July 2024, Bukalapak's profit reversal, and PropertyGuru's impending delisting, with a takeover...
288 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
290 Views
DCI Indonesia (DCII IJ) - More Than a Concept
DCI Indonesia is hard to justify on current valuations but has a strong track record on execution with a high pedigree management team and customer...
343 Views