Sea Ltd (SE US) - The Stickiness of Shopee Food
The launch of ShopeeFood in Indonesia potentially represents a threat to Gojek and Grab but also a potential future growth engine for Sea Ltd in...
646 Views
Comfort Delgro (CD): Zig and EV Charging Station
Dubbed as the proxy to Singapore's tourism and residents' transport provider stock, the foray into the EV charging station and Smart and...
330 Views
Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
348 Views
The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
179 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
241 Views