Weekly Innovation Review (WIRE) #32
Subscribe nowHeadline Developments It’s a bad week for crypto, with bitcoin off ~30%. Firstly, Elon Musk has done a U-turn, now not accepting...
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The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
305 Views
Bilibili (BILI): 1Q21, Weak Game, Strong Video, and Endless Loss
In game industry, distribution channels have lost bargaining power over developers. All BILI's video related businesses grew strongly in 1Q21. We...
354 Views
Weekly Innovation Review (WIRE) #31
Headline Developments A significant breakthrough with IBM (IBM) unveiling the world’s first chip on 2 nanometer (nm) technology. In a nutshell,...
272 Views
Match 1Q21 Earnings: Looking for an Opening
Match's EV/EBITDA is lower today (36x) then it was 6 months ago (42x) and we are 6 months closer to not just a normalization, but likely massive...
413 Views