Smartkarma Originals
Pepperfry Tearsheet - Banking on Discovery
India Unicorn Series: We profile Pepperfry, the furniture and home decor marketplace. While organised retailers have a discovery tailwind,...
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CX Daily: Four Things to Know About China’s Plan to Go ‘All-Out’ on Infrastructure
Four things to know about China’s plan to go ‘all-out’ on infrastructure. Did Henan authorities abuse virus controls to stymie swindled bank...
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IKEA Japan’s Comeback
Nitori has faced little competition on its rise to dominance in Japanese home retailing after it squashed IKEA after the latter's entry in 2006 but...
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ILM: King of Home Furnishing Retailers in Thailand
We initiate coverage of ILM with a BUY rating, based on a target price of Bt22.0, which is derived from 15xPE’21E, close to its average trading...
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The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
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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