Berli Jucker (BJC TB) - Stock-Up for Canned Recovery?
Berli Jucker is an interesting proxy to the consumer recovery in Thailand and South-East Asia, through its packaging, retail, and consumer supply...
208 Views
Erajaya Swasembada (ERAA IJ) - The Empire Strikes Back
Erajaya recently released an impressive set of 1Q2021, driven by strong handsets sales, with a positive tailwind from the new rules on compulsory...
311 Views
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
192 Views
JD.com: Will Logistics Spin-Off Expose an Already Mature Stub Business?
We think the JD Logistics (2618 HK) spin-off could potentially be negative for parent JD.com Inc. (9618 HK) , as our calculations indicate a...
252 Views
Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
427 Views