SE/Tiktok:Chinese Practitioners' Discussions About TikTok's E-Commerce Business in Southeast Asia
Many service providers and entrepreneurs in China have been inspired and hope to take the lead in booming live streaming e-commerce in Southeast...
445 Views
China/Asia TMT Update-PDD/CPNG/SE/BEKE/BILI:PDD's Temu Plans to Come to ASEAN and South Korea
PDD/CPNG/SE: PDD's Temu plans to come to Southeast Asia and South Korea，KE Holding: New home sales remain lukewarm in May, BILI: Bilibili's top...
382 Views
Tencent/SEA/Unity/Krafton: More Shooting Games Are Emerging, a Summary of Our Recent Channel Checks
We (1) maintain our BUY for Tencent and Unity, (2) maintain SELL for Sea, and (3) downgrade Krafton to SELL to reflect the new competition that...
447 Views
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...
431 Views
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...
286 Views