The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
307 Views
CrossASEAN Ground Zero - Shopee Express in the CrossHairs, Grab & OpenAI, Cinema XXI, Thai Tariffs
This week we look at Shopee and Lazada as they are investigated for anti-competitive behaviour around logistics, Grab's OpenAI collaboration, and...
451 Views
Zomato Placement Lockup Expiry - US$800m Overhang
Antfin will come out of its placement linked lockup for its remaining stake in Zomato soon. In this note, we talk about the lockup dynamics.
357 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Grab Holdings, and Philippine StockExchange
The past week saw insights on Kalbe Farma (KLBF IJ), Grab Holdings (GRAB US), Philippine Stock Exchange (PSE PM), Best World International (BEST...
219 Views
CrossASEAN Ground Zero - Food Panda Sale, Lazada Fundraising, ACommerce, and PropertyGuru's Loss
This week we look at the sale of Food Panda Taiwan to Uber and what is next for Southeast Asian operations, and we look at the management changes...
453 Views