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Lazada Group (LAZADA SP)
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92
Analysis
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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Cross Asset Strategy
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21 Sep 2020 11:51
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
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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167 Views
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bullish
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Erajaya Swasembada
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19 Sep 2020 16:34
Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
Angus Mackintosh
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346 Views
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bullish
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Bank Central Asia
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15 Aug 2020 18:13
Bank Central Asia (BBCA IJ) - Liability Protection
Bank Central Asia (BBCA IJ) released a decent set of 1H2020 results with net profit of IDR12,240bn versus IDR12,862bn in IH19 or -4.8%% decline...
Angus Mackintosh
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327 Views
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bullish
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Cross Asset Strategy
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10 Aug 2020 12:55
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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296 Views
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bullish
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Thematic (Sector/Industry)
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22 Jul 2020 10:41
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...
Vincent Fernando, CFA
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461 Views
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