The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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TMT Weekly: 4 Things That Stood Out the Week of 7/2/2021
Intel has more product delays, Coursera's chief competitor is acquired. IBM's email doesn't work and Redhat chief departs. Amazon tries to form a...
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Rhipe (RHP AU): Crayon Sees Silver in Them Thar Clouds
The granting of DD indicates Rhipe is open to a firm offer, yet the non-exclusive nature of that DD suggests other suitors are welcome. I'd be...
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Bukalapak - Leading the Unicorn Charge - Buy Emtek
Bukalapak has outlined plans to list in Jakarta, giving access to its leading position in enabling warungs in Indonesia. The immediate beneficiary...
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Sumo Logic: Getting Back On Track, Growth Ahead
We reaffirm our 12-month price target of $30 on the shares of Sumo Logic and see further upside potential, driven by accelerated rate of new...
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