E-Commerce Giants Rush to Roll Out ‘Full-Service’ Business Model
E-commerce platforms worldwide, including Chinese-owned fast-fashion rivals Shein and Temu, are embracing a novel business model that offers...
403 Views
PT Surya Citra Media (SCMA IJ) - Primed for Reset in 2023
PT Surya Citra Media had an exciting 2022, with a ramp-up in new audience share-winning original content along with the boost from the Word Cup but...
616 Views
BliBli (BELI IJ) - A Very Different Animal
Blibli (BELI IJ) is a very different animal from its listed peers given its omnichannel approach and its large 1P business plus a substantial...
753 Views
Adi Sarana Armada (ASSA IJ) - Harnessing Logistics and Autos
Adi Sarana Armada (ASSA IJ) continues to represent a unique proxy to play both transport and logistics in Indonesia through its auto business plus...
701 Views
Sea Ltd (SE US) - Wind Back in the Sails
Sea Ltd 3Q2022 results should be seen as the poster child for the rest of the space given a crystal clear focus on profitability and a more...
608 Views