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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Indonesia Property - Some Respite on the Horizon - On the Ground in J-Town
An insightful meeting with James Taylor, Head of Research at Jones Lang Lasalle in Jakarta revealed some interesting trends appearing in the...
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Sea Ltd: An "Emerging Growth" Company
Conference call reveals that Sea Ltd (SE US) is an "emerging growth" company. Management is bullish, forecasting 20-30% CAGR in 2016-21E for...
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SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
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