[Blue Lotus Daily - TMT Update]: BABA/SE/PDD/3690 HK/NTES/700 HK/AMZN/MELI/CPNG
Lazada mass-layoffs also in China offices. NetEase faces criticism over underage top-ups in mobile game . The New Year event operation of is a...
303 Views
GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a More Certain Future
GoTo senior management hosted an analyst call last week to provide further details on both the reasons behind the Tokopedia sale and the potential...
827 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
448 Views
[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...
441 Views
Sea Ltd: TikTok's Tokopedia Deal and Lazada's Financial Boost Raise Concerns
Recent developments in Southeast Asian e-commerce, including TikTok's investment in Tokopedia and Alibaba's infusion of funds into Lazada, are...
1.4k Views