Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
409 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
221 Views
Gojek-Tokopedia Merger: A Blockbuster Deal and Potentially Better than a Gojek-Grab Ride
Gojek is now in talks with Tokopedia for a merger which would be carried out prior to a planned IPO of the combined entity, which is to list in the...
487 Views
Gojek and Tokopedia - Digital Game of Thrones
The potential merger of Gojek and Tokopedia with a listing of the combined entity planned at a future date will provide investors with an exciting...
549 Views
Sea Ltd Valuation: SOTP Suggests Over 40% Downside Risk
The total EV of Sea’s three main segments is US$ 57.6 billion compared to Sea’s current EV of US$ 100.4 billion. Our SOTP valuation implies 42%...
518 Views