Sido Muncul (SIDO): Raw Material Price Increase Squeeze Margin
A fact-finding with a friend in East Java revealed that ginger, a key ingredient for SIDO's flagship product - TOLAK ANGIN - has seen a sharp...
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Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Facebook-Jio Deal: Overvalued and More of a Rescue for Debt-Laden Jio Platforms
India’s Reliance Industries announced yesterday (22nd April) that Facebook is buying a 9.99% stake in its digital business, Jio Platforms for...
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Facebook Gaming Mobile App - Cutting Out Google Play Store?
Facebook Inc A (FB US) Gaming was released on Android on 20th April 2020 earlier than originally planned to take advantage of the lock down that is...
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