Sea Ltd (SE US) - Glass Half Full Again?
Sea Ltd through Shopee will be the biggest beneficiary from TikTok Shop's demise in Indonesia as it will require less promotional spending, with...
612 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
455 Views
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
503 Views
Sea (SE US) - Turning Up the Investment Dial
Sea Ltd 2Q2023 reflected an underlying slowdown but beneath the surface, the company's core marketplace business saw accelerated growth, as it...
721 Views
GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
468 Views