The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
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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Facebook 4Q20: Trying to Take a Bite Out of the Apple
Facebook printed a extremely strong quarter and commentary regarding potential overhangs from Apple and tough comps is just Facebook talking down...
231 Views
Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
466 Views
Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
424 Views
2020 Review & 2021 Key Themes | What Worked and What Has Not
A walk down the memory lane. What has worked, what has not, what have we learnt and how we think 2021 will pan out, this insight is our reflection...
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