The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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The War of the Worlds (Part 3) - Going Nuclear
The War of the Worlds - Going NuclearJack Ma, Founder of AlibabaNuclear Attack from AlibabaThe news that Alibaba Group Holding Ltd (BABA US) will...
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Indonesian Retail - The War of the Worlds Has Begun - Alibaba to Invest in Tokopedia (Part 1)
The War of the Worlds has begun for Indonesian retailThe changing retail landscape in Indonesia is about to undergo what might to an irreversible...
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SCMA - In Touch with the Modern World - On the Ground in J-Town
A company visit to SCMA in Jakarta revealed that 2Q17 has seen a marked pick up in overall ad spend, with the fastest quarterly growth since 2012....
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Surya Citra Media: Valuation Getting Ahead of Fundamentals Despite Rosier Outlook
Surya Citra Media Pt Tbk (SCMA IJ) guides for strong 2017 (10% growth at top line, 20-25% at EBITDA). Digital TV migration is a longer term risk...
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