Grab (GRAB US) - After the Storm
Grab (GRAB US) looks to be on the cusp of a recovery in its mobility business with increasing scope and value-added in both online groceries and...
673 Views
Bukalapak (BUKA IJ) - Hitting Mitras with More Product
Bukalapak continues to develop new products for both its Mitra and e-commerce business, which should help to improve take-rates with valuations now...
412 Views
Tencent's Big In-Specie Dividend of JD.com Shares
Tencent has decided to distribute the vast majority of the JD.com shares it holds. JD.com got sold off and Tencent got a bump. The Tencent bump is...
1.4k Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
422 Views
The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
264 Views