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Lazada Group (LAZADA SP)
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91
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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24 May 2024 21:08
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...
Angus Mackintosh
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430 Views
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bullish
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Adi Sarana Armada
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09 Jan 2024 20:07
Adi Sarana Armada (ASSA IJ) - Leading Player in People and Goods Mobility
Adi Sarana Armada represents one of the most interesting plays on people and goods mobility and end-to-end logistics in Indonesia, being the market...
Angus Mackintosh
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448 Views
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bullish
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Cross Asset Strategy
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15 Oct 2023 17:03
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
Angus Mackintosh
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1.1k Views
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bullish
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Sea
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26 Sep 2023 17:06
Sea Ltd (SE US) - Glass Half Full Again?
Sea Ltd through Shopee will be the biggest beneficiary from TikTok Shop's demise in Indonesia as it will require less promotional spending, with...
Angus Mackintosh
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595 Views
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bullish
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Global Digital Niaga Tbk PT
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20 Sep 2023 13:54
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
Angus Mackintosh
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487 Views
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