The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Indosat's AI Push, and Saigon Cargo.
The past week saw insights on Sumber Alfaria Trijaya(AMRT IJ), Indosat Tbk PT (ISAT IJ), Sai Gon Cargo Service (SCS VN), and Dyna Mac Holdings...
319 Views
Weekly Consumer Tales: Cross Border Comm Crisis-Midea Upsized-LG Elecs' Upside-Platform Workers Law
PDD owned Temu's US cross border business model could get upended if proposed rule to block products subject to US import tariffs from availing...
322 Views
SHEIN and Temu: New Rule Could Crush "De Minimis" Imports | New Front In "War" Vs DTC Platforms
The Biden administration announced dramatic changes which could threaten SHEIN and Temu. Elsewhere, US & EU authorities launched efforts to test...
596 Views
CrossASEAN Ground Zero - MR DIY Thailand IPO, PropertyGuru, Fibre Battles, and GoTo
In this edition, we look at MY DIY Thailand's plans for an IPO, PropertyGuru's latest results, and the increase in M&A activity in the Indonesian...
340 Views
The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
334 Views