The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
271 Views
Adi Sarana Armada (ASSA IJ) - From the First to the Last Mile
Adi Sarana Armada (ASSA IJ) is a unique combination from different parts of the mobility ecosystem in Indonesia, directly plugged into the booming...
421 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
TDCX Inc. IPO Trading - Won't Be Buyers
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, raised around US$338m in its US IPO. In this note we will talk...
446 Views
International Commerce Retail: Lazada & AliExpress Are Losing Their Battles with Shopee
Even though it seems a bit extreme, we think it is difficult to completely rule out the possibility that Alibaba’s valuation multiples can re-rate...
280 Views