Sea Ltd (SE US) - The Stickiness of Shopee Food
The launch of ShopeeFood in Indonesia potentially represents a threat to Gojek and Grab but also a potential future growth engine for Sea Ltd in...
639 Views
Singaporean SPACs: Democratizing Access To High Growth
This move/initiative from Singapore was simply inevitable given the demand for an alternative to the old method of going public.
313 Views
Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
335 Views
The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
159 Views
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
176 Views