SE/BABA/PDD: Lazada's Fully Managed Model Will Impact Shopee, a Summary of Our Recent Channel Checks
We recently conducted interviews with some Lazada merchants to understand the upcoming large-scale launch of the fully managed model, also known as...
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The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Shopee Faces Decision on Brazil Amid Tax Changes
Sea Ltd's track record of accepting failures and closing businesses raises the likelihood of Shopee exiting the Brazilian market if they cannot...
709 Views
Alibaba Potential IPOs - Part 4 - An Early Look at International Operations
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure. In this note, we take a look...
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GoTo (GOTO IJ) - Key Initiatives and Foundations
GoTo released a Newsletter for May which reiterated its progress toward profitability as well as some key initiatives including increasing service...
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