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...
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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...
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TDCX Inc. Pre-IPO - Largest Client Is Growing Faster and Trading Cheaper
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, is looking to raise up to US$338m in its upcoming US IPO.
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The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Negara Indonesia (BBNI IJ) - Revealing a New Digital Skin
Bank Negara Indonesia (BBNI IJ) has tended to be the laggard amongst the top four Indonesia banks but with a new management team and a more dynamic...
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