ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG
Summary of 1Q18 results: CD's headline revenues in 1Q18 lifted by 1%YoY, as higher revenues from Public Transport Services help to offset decline...
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Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
652 Views
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2
In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...
547 Views
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
208 Views
Southeast Asia's Ride-Hailing Market: Goodbye Uber, Welcome Go-Jek, Blue Bird, and Ryde?
Go-Jek News reports this morning indicate that Indonesian ride-hailing operator Go-Jek has plans to enter Singapore, the Philippines, Thailand, and...
234 Views