Bluebird (BIRD): Correlated with PSBB, Beneficiary of WFH to WFO Switch
With most of its revenues are generated from the greater Jakarta area, Blue Bird (BIRD IJ) is positively correlated t
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The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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E-Wallet Adoption Is Soaring from COVID, Catalyzing Southeast Asia Digital Economy Boom
Earlier in the year, we published an in-depth analysis explaining how Southeast Asia's digital economy could grow much faster than expected should...
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Grab: Entrenched Super-App Positioned for Next Stage of Growth
Grab has an entrenched leading position in SE Asia. The ride-hailing turned super-app company is positioned to capture much of SE Asia’s shift...
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Sea Ltd (SE US) - Gaming Its Way to the Top
Leading South-East Asia gaming and e-commerce player Sea Ltd (SE US) continues to rise to new highs as analysts revise up target prices to around...
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