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Lazada Group (LAZADA SP)
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91
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Information Technology
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Singapore
Lazada Group SA provides online shopping services. The Company offers consumer electronics, household, toys, fashion, and sports equipment. Lazada Group serves customers worldwide.
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bullish
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Adi Sarana Armada
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31 Mar 2021 17:11
Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
Angus Mackintosh
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335 Views
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bullish
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Berli Jucker
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23 Mar 2021 17:24
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
Angus Mackintosh
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176 Views
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bullish
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Cross Asset Strategy
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15 Mar 2021 23:25
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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217 Views
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bullish
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Emtek
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09 Mar 2021 16:17
Emtek (EMTK IJ) - Bukalapak Eyeing a SPAC Listing But Jakarta May Be First?
Emtek is an interesting way to play the burgeoning digital economy in Indonesia and would be a key beneficiary should subsidiary Bukalapak choose...
Angus Mackintosh
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356 Views
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bullish
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Sea
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23 Feb 2021 17:23
Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
Angus Mackintosh
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353 Views
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