Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
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Kino Indonesia (KINO IJ) - Sanitised Recovery
Kino Indonesia (KINO IJ) is a less well-covered but very interesting consumer player in Indonesia, with an interesting stable of brands spanning...
420 Views
Nippon Indosari Corpindo (ROTI IJ) - Enter the Baker!
Indonesia's largest breadmaker, Nippon Indosari Corpindo (ROTI IJ), released numbers earlier this week confirming positive growth momentum, with...
390 Views
The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
830 Views