Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
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Bilibili IPO Review - A Vibrant Community but Longer Track Record Is Needed
Bilibili Inc (BILI US) is raising approximately US$443m in its upcoming IPO. Proceeds raised will mainly be used for research and development of...
355 Views
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath for Southeast Asia? - Part 1
The battle for the payment pie heats up in Southeast Asia as Grab yesterday announced that it will launch a new Fintech platform called Grab...
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The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Sea Ltd: "Emerging Growth" Company Part II
During conference call, management of Sea Ltd (SE US) unveiled 2018 guidance after delivering a slight beat on 4Q17 results. Despite surging GMV,...
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